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Multi-discipline masters: uncovering cross-sector star managers

Multi-discipline masters: uncovering cross-sector star managers

Achieving outperformance on one fund in itself takes considerable skill but what of the fund managers who operate many funds across many different sectors?

Much like the multi-discipline athletes competing in the triathlon and the modern pentathlon, fund managers running multiple portfolios need to have a strong skill-set, stamina and a considerable amount of ability.

This begs the question, can managers run a number of strategies across a host of sectors and still post strong risk-adjusted returns?

Here Citywire Global brings you the veritable triathletes – and one pentathlete – who have achieved a Euro Stars rating while running a number of funds across at least three separate sectors.

Triathlon

Euro Stars champions: Peter Dreide (TBF Global Asset Management), Paul Read & Paul Causer (Invesco Perpetual)

While the world of fund management may not be as physically gruelling, there is still a definite skill in running funds across different asset classes.

There are currently three managers – two of whom work together – who feature in three of the sectors covered as part of our Euro Stars ratings. These are Invesco Perpetual’s Paul Causer and Paul Read, who hold a Euro Stars A rating, and Peter Dreide of TBF Global Asset Management with a Euro Stars AA rating.

Equity manager Dreide features with two funds in the specialist equities sector, including the 4Q-Growth Fonds Universal, one fund in European equities, the 4Q-European Value Fonds Universal, and a further three funds appear among the rated managers in the mixed asset sectors.

While Dreide operates across an impressive array of funds, Causer and Read have achieved a Euro Stars A-rating for their combined performance across 11 funds in the other bonds, global bonds and mixed asset sectors.

Their funds include the Invesco Euro Corporate Bond and the Invesco Global Total Return Bond.

Reigning Olympic champions: Emma Snowsill (Australia) and Jan Frodeno (Germany)

A relatively new Olympic event, having debuted at the Sydney Games in 2000, the triathlon is a test of endurance for athletes, who run, swim and cycle 51.5 kilometres in a crowded field of 110 competitors.

Triathlon
  • 1,500m swim
  • 40km cycle
  • 10km road run

Pentathlon

Euro Stars championFrank Lingohr (Lingohr & Partner Asset Management)

Blowing the competition away in terms of multi-tasking is Euro Star A-rated Frank Lingohr, who is present in not three but five separate Euro Stars sectors making him the sole pentathlete in our Euro Stars ratings.

While Lingohr may not be aiming for military honours, he has instead received a Euro Stars A-rating five separate equity sectors: global, North American, European, Asia Pacific and emerging markets.

Lingohr runs a large number of funds on mandate, including three on behalf of HSBC and one for Raiffeisen Salzburg Invest.

However, the fund manager, who runs his own investment boutique Lingohr & Partner Asset Management, actually has 14 funds under his control at present. This sees his reach spread further with one Japanese equities fund and a mixed asset fund as well.

His funds include the Lingohr Europa Systematic, Lingohr Asian Systematic and the Lingohr Viking Constrained.

Reigning Olympic champions: Andrey Moissev (Russia) and Lena Schöneborn (Germany)

The modern pentathlon includes shooting, fencing, swimming, show-jumping and cross-country running and evolved to become a test of the ideal 19th century soldier.

Pentathlon
  • Epee fencing
  • Pistol shooting
  • 200m freestyle swimming
  • Show jumping
  • 3km cross country run

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Related Fund Managers

Paul Causer
Paul Causer
51/53 in Bonds - Europe High Yield (Performance over 3 years) Average Total Return: 6.17%
Paul Read
Paul Read
134/178 in Bonds - Euro Corporates (Performance over 3 years) Average Total Return: 4.94%
Peter Dreide
Peter Dreide
154/167 in Equity - Japan (Performance over 3 years) Average Total Return: 15.03%
Frank Lingohr
Frank Lingohr
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