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You are here: Manager factsheet

Sam Witherow
JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
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Manager profile
Sam Witherow, Executive Director, is a portfolio manager in the International Equity Group. Prior to joining the Research Driven Process (RDP) in 2019, Sam was a portfolio manager on the Global Specialist team, based in London. An employee since 2008, he was previously a global sector specialist responsible for covering the global energy sector. Sam obtained a BSc (Hons) in Economics and Politics from the University of Bristol and is a CFA charterholder.
Total return for Sam Witherow
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Sam Witherow

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Sam Witherow 17.2 1.7 8.6 20.2 10.8 14.8 3.4 8.5 19.9 -
Peer Group Composite 18.5 2.5 -2.5 17.7 9.5 12.4 2.3 14.5 18.5 -
Over / Under -1.3 -0.8 11.1 2.5 1.3 2.4 1.1 -6.0 1.4 -
Performance vs peer group composite: Sam Witherow
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Global Equity Income Co-managed IA Global Equity Income since Feb 28 2019 to present
JPM Global Dividend Co-managed FO Equity - Ethical since Mar 14 2019 to present
Funds managed previously
Fund Periods
JPM Global Unconstrained Equity since Aug 24 2015 to Feb 12 2019
JPM Global Unconstrained Equity since Aug 24 2015 to Feb 12 2019
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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