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The AAA club: the top four new entrants revealed

The AAA club: the top four new entrants revealed

The AAA rating is the highest accolade Citywire awards fund managers for their risk-adjusted returns, with only a tiny sliver of the 15,000 managers in our database hitting these heady heights.

In the latest ratings roundup, 14 fund managers made their ratings debut and did so by coming in at the very top to sit among the 416 currently AAA-rated names.

Boasting strong risk-adjusted returns and impressive manager ratios, this collective of newly rated names now face a fight to stay within the 10% of top managers.

In this round-up, we zero in on the very top of this elite group to see what tactics and strategies underpin the performance of the very best of the best.

For more information on our ratings and how manager ratios are calculated, please click here.

Miguel Nogales & Mark Ferguson, Generation IM

Manager ratio: 1.21

Fund: LO Funds - Generation Global (USD) P A

The first of the high-profile new entrants are Generation IM pair Miguel Nogales and Mark Ferguson, who co-run Swiss group Lombard Odier IM’s sustainability-focused global equity fund. In this approach, Nogales and Ferguson operate with 30-60 high-conviction positions, drawn mainly from mid- and large-cap positions.

The duo have overseen the fund since May 2009 and were previously working alongside David Blood, who stepped down at the end of November. Blood founded Generation IM and oversaw the launch with Nogales and Ferguson. Nogales and Ferguson are both co-founders and chief investment officers at the group.

Christian Suter, UBS

Manager ratio: 1.23

Fund(s): UBS (CH) Equity Fund - Swiss High Dividend (CHF) P; UBS (CH) Equity Fund - Swiss Income (CHF) P

Zurich-based Christian Suter is also recognised for his three-year risk-adjusted returns in the Swiss equity income sector. Suter co-manages both funds with Bernhard Lüthi but is the only one recognised here due to their differing lengths of tenure across the two Swiss-domiciled funds.

The largest of the two funds the pair oversee is the UBS (CH) Equity Fund – Swiss High Dividend funds, which Lüthi has overseen since its launch in May 2011. The CHF 570 million fund has a strong focus on healthcare and financials which, when combined, account for half of the fund’s overall exposure in sector terms.

Pierre Schang, Amilton Gestion

Manager ratio: 1.88

Fund: Amilton Premium Europe R

Pierre Schang of French group Amilton Gestion is recognised for his work on France-domiciled Amilton Premium Europe fund. This fund, which sits within the European small-cap sector, is overseen by Schang and Harry Wolhandler, who is also AAA-rated and has been a co-lead manager since 2012.

The fund currently has 68 positions, with the top 10 holdings accounting for a quarter of total exposure. The duo operate with a strong domestic bias, as France accounts for 35.4% of geographic exposure, while Germany and the UK are underweights. At a sector level, the biggest exposure as of the end of November 2017 is industrials at 28.1%.

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