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

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Michael Ulrich

Michael Ulrich

Showing manager performance in United Kingdom View performance globally

About Michael Ulrich

Michael Ulrich is a fund manager at JO Hambro Capital Management having joined in August 2015 from F&C, where he was an associate director in the UK equity team specialising in UK mid-cap investments. Prior to joining F&C in 2005 he worked at Deutsche Asset Management where he spent nine years in various positions including UK mid-cap company specialist and the head of UK media, construction, steel and paper company research. Michael graduated from Keele University with a BA in Law and Politics and is a holder of the Chartered Financial Analyst designation.

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Citywire Rating: AA rated

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
  • FRated A in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MRated A in May 2010
  • JRated A in Jun 2010
  • JRated A in Jul 2010
  • ARated A in Aug 2010
  • SRated A in Sep 2010
  • ORated A in Oct 2010
  • NNot rated in Nov 2010
  • DRated A in Dec 2010

2011

  • JNot rated in Jan 2011
  • FRated A in Feb 2011
  • MNot rated in Mar 2011
  • ARated A 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
  • ORated A in Oct 2011
  • NRated A in Nov 2011
  • DRated A in Dec 2011

2012

  • JRated A in Jan 2012
  • FRated A in Feb 2012
  • MRated A in Mar 2012
  • ARated A in Apr 2012
  • MRated AA in May 2012
  • JRated AA in Jun 2012
  • JRated A in Jul 2012
  • ARated AA in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JNot rated in Jun 2013
  • JRated A in Jul 2013
  • ANot rated in Aug 2013
  • SRated A in Sep 2013
  • ORated Plus in Oct 2013
  • NRated A in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated A in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SRated Plus in Sep 2014
  • ONot rated in Oct 2014
  • NRated Plus in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ARated AA in Apr 2016
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016

Performance

Equity - UK (All Companies)
over : 31/07/2015 - 31/07/2016

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 3.1% 3.1%
2015 7.0% 4.5% 0.6% -3.0% 4.9%
2014 -0.8% -1.9% 0.0% -0.9% 2.0%
2013 -2.0% 4.5% 6.8%

Related News

Former F&C director Peter Lees joins broker

Peter Lees has joined Stifel Nicolaus Europe as managing director.

JOHCM reopens John Wood’s top UK fund after record year

JO Hambro Capital Management has added another £500 million worth of capacity to Wood's £1.6 billion UK Opps fund after enjoying record annual inflows across its funds suite.

JO Hambro Capital hires F&C's Ulrich for John Wood fund

A-rated Michael Ulrich will team up with John Wood on the firm's UK Opportunities fund

A-rated manager Ulrich exits F&C

Co-manager Tom Wilson will take on full responsibility for running the group's UK Mid Cap and UK Alpha funds.

Lees to be taken off 'disappointing' F&C UK Alpha fund

Manager being replaced by Citywire + rated Michael Ulrich and Tom Wilson.

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