Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Andrew Kelly

Andrew Kelly

About Andrew Kelly

Expert number-cruncher Andrew Kelly holds a BSc in Mathematics from Durham University and a Certificate of Advanced Study of Mathematics from Cambridge, along with an MSc (Distinction) in Investment Analysis from Stirling University. Born in Grimsby in July in 1965, Kelly started out in the Actuarial Division of Standard Life in 1987 before he became an investment analyst with the group in 1992. In 1996 Kelly got his first senior fund manager role following his switch to Scottish Value Management. He was one of the founding partners of Cartesian Capital Partners in 2005 where he currently manages the TM Cartesian UK Enhanced Alpha, UK Absolute Alpha and UK Opportunities funds alongside Jeremy Hall.

Are you Andrew Kelly?

Citywire Rating: Not Rated

2003

  • FRated A in Feb 2003
  • MRated A in Mar 2003
  • ARated A in Apr 2003
  • MRated A in May 2003
  • JNot rated in Jun 2003
  • JNot rated in Jul 2003
  • ANot rated in Aug 2003
  • SNot rated in Sep 2003
  • ONot rated in Oct 2003
  • NNot rated in Nov 2003
  • DNot rated in Dec 2003

2004

  • JNot rated in Jan 2004
  • FNot rated in Feb 2004
  • MNot rated in Mar 2004
  • ANot rated in Apr 2004
  • MNot rated in May 2004
  • JNot rated in Jun 2004
  • JNot rated in Jul 2004
  • ANot rated in Aug 2004
  • SNot rated in Sep 2004
  • ONot rated in Oct 2004
  • NNot rated in Nov 2004
  • DRated A in Dec 2004

2005

  • JRated A in Jan 2005
  • FNot rated in Feb 2005
  • MNot rated in Mar 2005
  • ANot rated in Apr 2005
  • MNot rated in May 2005
  • JNot rated in Jun 2005
  • JNot rated in Jul 2005
  • ANot rated in Aug 2005
  • SNot rated in Sep 2005
  • ONot rated in Oct 2005
  • NNot rated in Nov 2005
  • DNot rated in Dec 2005

2006

  • JNot rated in Jan 2006
  • FNot rated in Feb 2006
  • MNot rated in Mar 2006
  • ANot rated in Apr 2006
  • MNot rated in May 2006
  • JNot rated in Jun 2006
  • JNot rated in Jul 2006
  • ANot rated in Aug 2006
  • SNot rated in Sep 2006
  • ONot rated in Oct 2006
  • NNot rated in Nov 2006
  • DNot rated in Dec 2006

2007

  • JNot rated in Jan 2007
  • FNot rated in Feb 2007
  • MNot rated in Mar 2007
  • ANot rated in Apr 2007
  • MNot rated in May 2007
  • JNot rated in Jun 2007
  • JNot rated in Jul 2007
  • ANot rated in Aug 2007
  • SNot rated in Sep 2007
  • ONot rated in Oct 2007
  • NNot rated in Nov 2007
  • DNot rated in Dec 2007

2008

  • JNot rated in Jan 2008
  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015

Performance

over : 30/06/2014 - 30/06/2015
Manager Return
72 Rod Oscroft 8.5%
73 Leigh Himsworth 8.0%
74 Andrew Kelly 7.9%
74 Jeremy Hall 7.9%
76 Nigel Thomas 7.8%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 1.5% 2.2%
2014 -0.9% -0.4% -4.5% 3.2% 0.8%
2013 24.7% 12.0% -5.2% 7.4% 9.5%
2012 12.6% 9.1% -2.3% 3.5% 2.0%
2011 3.2% 1.4% 1.1% -7.2% 8.4%
2010 18.9% 2.8%

Related News

Cartesian’s Kelly finds short opportunity in oil suppliers

Cartesian’s Andrew Kelly has reduced his net equity exposure to under 10%, saying it is easier to find shorting opportunities due to ‘unjustifiable’ current market valuations.

Bambos Hambi rotates from Julie Dean into Alex Savvides

Bambos Hambi, head of fund of funds management at Standard Life Investments, has refocused his UK equity exposure on value investors.

Ignis cuts ties with Cartesian to end joint venture era

Ignis Asset Management has ended its final joint venture by severing ties with boutique Cartesian Capital Partners.

Shrewdie tip Nautical up 9% on further North Sea promise

Shares in shrewdie tip Nautical Petroleum rose almost 9% yesterday after early signs that the North Sea Varadero field in which it has a 15% stake could contain between 30 and 50 million barrels of oil.

Three shorts that boosted Cartesian's Hall

Cartesian Capital Partners’ Jeremy Hall is using a a forensic approach to good effect in adding stocks to his short book.

Shrewdie: Nautical Petroleum set to fly on new finds and North Sea tax breaks

Tax breaks on North Sea oil exploration and have boosted a number of small cap oil firms but a number of key finds makes Nautical Petroleum the key value play in its peer group.

Cartesian tips quality stocks to turn around performance

Cartesian Capital's David Stevenson endured a tough 2009 but thinks a return to focusing on company fundamentals and some selective recovery play stock picks will boost performance this year

Cartesian hopes quality stocks can turn around performance

Cartesian Capital's David Stevenson endured a tough 2009 but thinks a return to focusing on company fundamentals and some selective recovery play stock picks will boost performance this year

Skandia drops Tim Russell from UK Strategic Best Ideas fund

Cartesian pair David Stevenson and Andrew Kelly will also no longer be involved as Skandia moves to a more concentrated list of managers

Why now is the time to sell gold

Cartesian Capital’s Andrew Kelly expects the precious metal’s price to halve, shattering the myth that it is the currency of last resort for investors.

...more...
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.