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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.

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Citywire Rating: Not Eligible

Andrew Kelly does not have the required track record to be eligible for a Citywire Rating. See methodology

Performance

over : 30/09/2013 - 30/09/2014
Manager Return
109 Caroline Silander 5.5%
110 James Griffin 5.4%
111 Jeremy Hall 5.4%
111 Andrew Kelly 5.4%
113 Joe Giroux 5.3%
113 Stephen Lanzendorf 5.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -2.8% -1.8% -3.5% 2.5%
2013 -46.8% -51.0% 8.5%

Related News

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.

Skandia launches global fund and dumps Stick from UK Best Ideas

Skandia Investment Group (SIG) is launching a multimanager global equity fund and has replaced Rathbone's Carl Stick with Cartesian Capital Partner's Andrew Kelly and David Stephenson in its UK Best Ideas fund.

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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.