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You are here: Manager factsheet

Spencer Adair

FE fundinfo Alpha Manager
Baillie Gifford & Co Ltd
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Spencer graduated from the University of St Andrews with a BSc in Medicine in 1997 followed by two years of clinical training in Edinburgh. He joined Baillie Gifford in 2000 and spent time working in the Fixed Income, Japanese, European and UK teams, before becoming an Investment Manager for the Global Alpha portfolio. Spencer managed the Investment Grade Long Bond Fund whilst being a Fixed Income Investment Manager and the European portion of wider Global portfolios whilst in the European Team. He has also spent time with our Emerging Markets Team. Spencer has been involved in the Global Alpha portfolio since inception in 2005 and has focused exclusively on this portfolio management responsibility since early 2007. He became a Partner in 2013.
Total return for Spencer Adair
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Spencer Adair

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
Spencer Adair 17.4 2.7 29.0 25.2 6.3 13.4 23.9 14.9 -5.4 18.5
Peer Group Composite 12.3 2.4 18.7 17.6 4.1 8.3 20.2 11.4 -6.1 13.1
Over / Under 5.1 0.3 10.3 7.6 2.2 5.1 3.7 3.5 0.7 5.4
Performance vs peer group composite: Spencer Adair
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
10 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
9 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Baillie Gifford International Co-managed UT Global since Apr 01 2007 to present
Baillie Gifford Global Alpha Growth Co-managed UT Global since Mar 08 2010 to present
Monks Investment Trust PLC Co-managed (deputy) IT Global since Mar 27 2015 to present
Funds managed previously
Fund Periods
Baillie Gifford Investment Grade Long Bond since Aug 01 2003 to Feb 28 2004
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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