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The 10 fund managers consistently outperforming the competiton

Here are the most consistent fund managers in Citywire's database.

Outperformance is rare in fund management. Consistent outperformance, over a number of years, is almost unheard of.

The following managers have never failed to receive a Citywire rating during the time they have been eligible. Ratings are achieved for outperformance over a three-year period and some of the managers in this gallery have been doing this every month for more than 15 years.

The number one spot in our top 10 list is given to the manager who has maintained a 100% unbroken ratings record over the longest period of time.

There will be many quality managers – also with flawless ratings records – who have not made the cut, simply because they have not been running retail money for as long. A noticeable absentee is Terry Smith, whose 49 continuous ratings are still some way shy of making the top 10.

Outperformance is rare in fund management. Consistent outperformance, over a number of years, is almost unheard of.

The following managers have never failed to receive a Citywire rating during the time they have been eligible. Ratings are achieved for outperformance over a three-year period and some of the managers in this gallery have been doing this every month for more than 15 years.

The number one spot in our top 10 list is given to the manager who has maintained a 100% unbroken ratings record over the longest period of time.

There will be many quality managers – also with flawless ratings records – who have not made the cut, simply because they have not been running retail money for as long. A noticeable absentee is Terry Smith, whose 49 continuous ratings are still some way shy of making the top 10.

1. Martin Lau

Topping our table is Citywire + rated Martin Lau, managing partner at First State Stewart Asia. As well as scooping up 132 ratings for all 11 years he has been eligible, Lau has accrued 30 AAA ratings in the process.

He has enjoyed a golden decade on his Greater China funds, in which he has more than tripled investors’ money in sterling terms.

The Hong Kong native graduated from Cambridge University with a bachelor of arts and a masters of engineering degree and is a keen badminton player.

2. David Gait

Another First State manager takes second place with 108 ratings over the same number of months. A-rated David Gait has been a manager for 12 years and racked up nine AAA ratings in the Asia Pacific ex-Japan sector.

Having taken stewardship of the Stewart Investors Asia Pacific Leaders fund from Angus Tulloch in July 2016, he has maintained his impressive track record in the peer group.

The Edinburgh-born manager has hugely outperformed the average manager and benchmark, with a 245.6% total return over the past decade.

3. Ben Whitmore

Geography buff turned fund manager Ben Whitmore has achieved 14 AAAs out of his 98 Citywire ratings.

The + rated Jupiter manager puts his money where his mouth is, investing his own money in his strategies in the UK All Companies sector.

He has been managing money since 2001 and has consistently been one of the top managers in the sector. In 2006 he moved to Jupiter from Schroders, where he had managed both retail and institutional portfolios and some £2 billion of assets. He’s gone from strength to strength at Jupiter and now oversees in excess of £4 billion in total assets.

In addition to his UK Equity funds in 2016 he added Global Equity and Global Equity Income portfolios to the list of funds he runs.

4. Max Godwin

A-rated Max Godwin has more than a decade of experience under his belt and currently runs the Eastspring Investments-Japan Smaller Companies fund. He has achieved 93 Citywire ratings, seven of which are AAA.

Born in Sri Lanka, Godwin has trotted the globe, attending the London School of Economic before moving to Tokyo to join Cazenove & Co, founding OAL Advisors and then joining Pi Investment (Hong Kong) as a senior analyst and co-portfolio manager in 2005.

5. David Horner

In 1997 David Horner founded Bath-based Chelverton Asset Management. He has 78 ratings, more than half of which – 42 – are AAA ratings.

Over the past four years the A-rated manager has outperformed the average manager and the benchmark in the UK Equity Income sector, bouncing back significantly after the financial crisis.

His MI Chelverton UK Equity Income fund is primarily focused on small AIM-listed companies, making his consistent performance, relative to his predominantly large-cap peers, even more impressive.

6. Henry Dixon

UK Equities manager Henry Dixon joined London-based GLG in 2013 and has been managing money since 2005. He has 40 AAA ratings out of the 76 he has accrued over the same number of months.

He is currently A-rated. He has considerably outperformed some of his more well-known peers and given the consistency of his outperformance, it is surprising he runs less than half a billion in his retail funds.

7. Robrecht Wouters

London-based JO Hambro Capital Management manager Robrecht Wouters has more than nine years’ experience in the industry and is currently a senior manager in the Equity Europe ex-UK sector.

He has achieved 24 AAA ratings out of his 76 ratings.

The A-rated manager graduated from the University of Leuven in Belgium with a masters in applied economics.

8. Alex Savvides

Hot on Wouters’ heels is colleague Alex Savvides, with 33 AAA ratings but a one-month shy total of 75 ratings. The Equity UK manager has consistently outperformed the average manager and sector benchmark, even during the crisis years.

His nine years as a manager has been spent in-house, as he was the first internal fund manager to launch a new ‘home grown’ investment process at JO Hambro Capital Management in 2008.  

The A-rated manager is a fellow of the Securities Institute and graduated with a politics degree from the University of Nottingham.

9. Robert Smith

German Equity manager Robert Smith has nine years of experience as a manager at Baring Asset Management.

He has achieved 74 ratings in 74 months, five of which are AAA ratings, and has been consistently outperforming the average manager and CDAX benchmark since the end of 2008. He is currently A-rated.

Smith is an SFA registered representative and a member of the Society of Technical Analysts.

10. Nick Train

Last, but definitely not least with the highest number of AAA ratings at 47 out of 72, is London-based Lindsell Train co-founder Nick Train.

With nearly 20 years’ experience he has risen to the top of the UK Equity sector. After a brief downturn in performance, the high-conviction manager has regained his AAA status over the past couple of months, due in part to Pearson's gains and his can-do attitude.   

Related Fund Managers

Alex Savvides
Alex Savvides
40/158 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 33.33%
Robert Smith
Robert Smith
1/9 in Equity - Germany (Performance over 3 years) Average Total Return: 60.16%
David Horner
David Horner
4/86 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 43.47%
Henry Dixon
Henry Dixon
6/86 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 39.72%
Max Godwin
Max Godwin
5/12 in Equity - Japanese Small & Medium Companies (Performance over 3 years) Average Total Return: 85.02%
Robrecht Wouters
Robrecht Wouters
37/175 in Equity - Europe (Performance over 3 years) Average Total Return: 48.87%
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