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Jonathan Waghorn

Jonathan Waghorn

About Jonathan Waghorn

Jonathan Waghorn is a graduate of Bristol University. He holds a BA in physics and an MSc in semiconductor physics. He started his investment career as an oil and gas analyst for Wood Mackenzie. He then joined Goldman Sachs where he spent eight years as the joint head of energy research as well as an executive director. He joined Investec Asset Management in February 2008 as a portfolio manager and energy specialist in the global commodities and resources team alongside Mark Lacey.

Are you Jonathan Waghorn?
Funds Managed
  1. Guinness Global Energy C

Citywire Rating: Not Eligible

Jonathan Waghorn does not currently have the required track record to be eligible for a Citywire Rating. See methodology

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
  • NRated A 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

Performance

Equity - Energy
over : 30/11/2013 - 30/11/2014
Rank 7/14 Equity - Energy
Manager Return
6 Edward Guinness -5.7%
7 Tim Guinness -11.4%
7 Will Riley -11.4%
7 Jonathan Waghorn -11.4%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 4.5% 10.9% -8.0%
2013 19.2% 12.1% -2.8% 5.5% 3.6%
2012 -6.0% 3.9% -11.4% 4.5% -2.4%
2011 -13.0% 11.4% -6.9% -25.0% 11.9%
2010 15.4% 5.1% -10.0% 4.5% 16.7%

Related News

The oil stocks Guinness' Waghorn backs amid price slump

The Guinness Global Energy co-manager believes the majors will continue to pay dividends despite the sharp fall in the oil price.

Former Investec energy manager Waghorn to join Guinness AM

Waghorn to join forces with the predecessor on his former Investec fund as a co-manager on the Guinness Global Energy fund.

Investec unveils energy team to replace Waghorn and Lacey

Investec Asset Management has announced the arrival of energy investment specialists Charles Whall and Tom Nelson, who start this week, following the departure of Jonathan Waghorn and Mark Lacey earlier in the year.

Investec trims Africa and Middle East range as demand dips

Investec Asset Management is merging a range of funds providing exposure to Africa and the Middle East, while also winding down one Africa fund on the back of falling demand.

Investec Asset Management energy team to exit

The Investec Asset Management energy team comprising Jonathan Waghorn and Mark Lacey is to exit the firm on 1 July, Wealth Manager can reveal.

John Dodd: five energy stocks set to power returns

The Artemis Global Energy fund nanager has been using the recent round of acquisition activity to shuffle around his holdings, and has piled into five stocks on the cusp of big things.

Waghorn and Lacey: why US natural gas is set to soar

The US natural gas exploration and production sector is set to perform ‘very well’ following BHP Billiton’s acquisition of Petrohawk Energy, according to Investec Asset Management’s Jonathan Waghorn and Mark Lacey. 

US natural gas discount offers arbitrage opening

Gas across the Atlantic has significantly lagged the commodity's sharp rebound in Europe and Asia creating an interesting investment opportunity.

BP and Shell tipped to rise despite range bound oil trading

The unofficial current cap on the oil price will not prevent sold-off UK oil stocks climbing from current levels, a range of analysts and investors have said.

Investec launches trio of Ucits III funds

Investec is adding energy, natural resources and currency Ucits III funds to its Luxembourg-domiciled GSF range.

...more...

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.