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You are here: Manager factsheet

Stuart Mitchell

SW Mitchell Capital
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Manager profile
Stuart is the Managing Partner and CIO of S. W. Mitchell Capital and the Investment Manager of two funds; the S. W. Mitchell European Fund and the SWMC European Fund, as well as a number of managed accounts. Prior to founding SWMC in 2005 Stuart was a Principal, Director and Head of Specialist Equities at JO Hambro Investment Management (JOHIM, now Waverton Investment Management). At JOHIM he set up and managed the Charlemagne Fund, a long/short European fund, and the JOHIM European Fund, a long only European fund. The JOHIM European Fund rose by 133% since inception in December 1998 until March 2005 compared with 8% for the benchmark index and was number 1 rated by Micropal within its sector and three star ranked by S&P. Upon leaving university in 1987 Stuart joined Morgan Grenfell Asset Management (MGAM) and soon afterwards assumed responsibility for managing the continental European equity assets for MGAM’s British pension fund clients. Stuart was appointed a director of MGAM in 1996. He was then made Head of European Equities and was responsible for $27 billion of equity assets. Whilst at MGAM he managed the Morgan Grenfell European Fund which rose by 123% from January 1990 to June 1996 compared with 85% for the benchmark index and was awarded 1st place by Micropal (5 year awards) in 1996. Stuart was born in Scotland and educated at Fettes College and St. Andrews University where he read Medieval History. He is also a graduate of the Owner/President Management programme from the Harvard Business School. Stuart speaks English and French.
Total return for Stuart Mitchell
Discrete calendar year performance : Stuart Mitchell

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
Stuart Mitchell 8.1 10.7 5.1 30.0 -7.9 0.5 4.8 30.9 -6.6 2.8
Peer Group Composite 6.8 8.2 -1.0 32.4 -9.5 -0.3 6.9 22.7 -1.4 7.0
Over / Under 1.3 2.5 6.1 -2.4 1.6 0.8 -2.1 8.2 -5.2 -4.2
Performance vs peer group composite: Stuart Mitchell
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 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
SWMC European Lead manager FO Equity - Europe inc UK since Nov 01 2011 to present
Funds managed previously
Fund Periods
SJP Continental European since Oct 01 2007 to Jul 29 2018
SW Mitchell European since Nov 01 2005 to Oct 30 2015
SJP Greater European Progressive since Sep 01 2009 to Jul 29 2018
Brook European Focus since Dec 23 1998 to Mar 31 2005
Waverton Continental European since Jul 01 2004 to fund close
DWS European Growth since Sep 01 1996 to May 01 1998
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector The experts’ perfect fund pairings for investing in Europe By Jean-Baptiste Andrieux  15-Mar-2024
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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