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You are here: Manager factsheet

William Warren

 FE fundinfo Alpha Manager
Artemis Fund Managers Limited, Three Rock Capital Management
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Manager profile
William has co-managed Artemis’ two US long/short strategies since launch in 2014, which he currently does alongside Chris Kent (US ‘Absolute Return’ strategy) and Adrian Brass and James Dudgeon (Artemis ‘US Extended Alpha’ strategy). He joined Artemis in 2014 from Columbia Threadneedle, where he had worked since 2008 as deputy manager of the Threadneedle US Extended Alpha and US Absolute Alpha funds. William began his career in New York as an analyst at JP Morgan in 1997. He joined the research department at Lehman Brothers in 2000 as an associate where he covered the software industry for three years before moving to the proprietary trading group where he was a Senior Vice President and portfolio manager until 2008.
Total return for William Warren
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : William Warren

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
William Warren 29.5 3.1 -2.1 11.0 3.9 7.4 7.8 4.8 31.0 18.0
Peer Group Composite 27.5 1.6 -3.8 16.6 5.1 4.9 3.4 8.1 18.5 9.1
Over / Under 2.0 1.5 1.7 -5.6 -1.2 2.5 4.4 -3.3 12.5 8.9
Performance vs peer group composite: William Warren
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 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
Artemis US Extended Alpha Co-managed UT North America since Sep 19 2014 to present
Artemis Funds (Lux) - US Extended Alpha Co-managed FO Equity - USA since Nov 06 2018 to present
Artemis US Extended Alpha Co-managed (deputy) FO Equity - USA since Feb 12 2021 to present
Funds managed previously
Fund Periods
Artemis US Absolute Return since Oct 27 2014 to fund close
Artemis (Lux) - US Absolute Return since Nov 26 2018 to fund close
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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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