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This Fund Manager Rating is based on the Citywire Absolute Return ratings methodology

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Stephen Moore

Stephen Moore

About Stephen Moore

Stephen Moore joined Artemis in 2014 having spent 12 years at Threadneedle as a US equity fund manager. He has over 15 years’ experience managing American equities. Stephen began his career at First State in 1997 working first as a research analyst before becoming a portfolio manager in 2001. He holds a BComm and a BA from the University of Queensland in Australia.

Are you Stephen Moore?

Citywire Rating: Not Eligible

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

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
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014

Performance

Alternative UCITS - Long/Short Equity
over : 30/11/2013 - 30/11/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.9% -1.9% 0.8%
2013 16.8% 8.9% 0.5% 1.5% 5.1%
2012 7.6% 6.2% 0.0% 2.4% -1.0%
2011 6.2% 2.9% 2.2% -4.7% 5.9%
2010 6.1% 10.1% -11.2% 0.7% 7.8%

Related News

Cormac Weldon: US equity is cheap but that won't stop a correction

No area of the economy is over-cheap says Weldon, but Fed isn’t going to stamp all over the economy in order to cool it down

Threadneedle's Sobin: we have our most experienced ever US equity team

Threadneedle’s head of US equities Diane Sobin has insisted that recent departures from the firm’s North American team have not diminished its capabilities.

Threadneedle boosts US equities team with quadruple hire

Threadneedle Investments is rebuilding its US equities team after the departure of fund manager Cormac Weldon.

Threadneedle US team follows Weldon to Artemis for five fund launches

Five North American equities analysts have followed Cormac Weldon and Stephen Moore from Threadneedle to Artemis, with raft of fund launches lined up for the new team.

Weldon & Moore quit Threadneedle for Artemis

Threadneedle US equity head Cormac Weldon and fund manager Stephen Moore are to leave the firm for Artemis.

Threadneedle’s Moore: the dangers of Fed policy

Threadneedle American Extended Alpha manager Stephen Moore explains why the Federal Reserve's loose monetary policy is dangerous.

US equity star Holliman quits Threadneedle for Polar Capital

(Update) US equity manager Andrew Holliman has ended his seven year spell with Threadneedle to join Threadneedle with fellow US specialist Richard Wilson also leaving the firm.

How Mark Burgess plans to lift Threadneedle to the next level

Threadneedle new CIO is currently training for his first marathon but believes building on Threadneedle's success in recent years is a far bigger challenge.

Cormac Weldon bets on US consumer

Threadneedle’s head of US equities Cormac Weldon has shifted his portfolio to an overweight position on consumer discretionary stocks, believing the growth prospects for the sector are still underrated.

Threadneedle to launch trio of absolute return funds

The investment house is planning to expand its absolute return fund range with a treble fund launch.

...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.