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The newly-rated Alt Ucits managers making waves

The newly-rated Alt Ucits managers making waves

In this round-up, research analyst Tania Pérez showcases the star performers posting ratings-worthy performances in Alternative Ucits for the month of September.

In September 2017, there are a total of 172 rated managers in this universe, which breaks down as 19 AAA, 41 AA, 44 A and 68 Citywire + ratings.

Debutants

Co-managers Raffaele Savi and Travis Cooke of BlackRock have achieved their first rating ever, entering with a Citywire + rating while managing the BSF Americas Diversified Equity Abs Ret A2 EUR. This sits within the Bond Strategies sector.

Another pair of co-managers rated for the first time this month are Andreas Zehnder and Pedro Cameron, who received a Citywire + rating. They work at Tell AG and run the Swiss Hedge Twintrade EUR D Class fund. This fund sit in the Alt Ucits – Long/Short Equity sector.

Meanwhile, Schroders’ Daniel Ineichen has been awarded a Citywire A rating for his work on the Schroder GAIA Cat Bond EUR Hedged F Acc fund, within the Alt Ucits – Bond Strategies sector. His fund was just reclassified from Global Bonds to Alt Ucits – Bond strategies at the end of August, and hence he has just become eligible under this methodology and newly awarded.

On the rise 

Co-managers Romain Lahoste and Emmanuel Réginer from UBS AM, who co-run the UBS (F) - Flex Croissance (EUR) I Eur and the UBS (F) - Flex Patrimoine (EUR) I Eur funds within the Alt Ucits – Fund of Funds sector, have stepped up to be AAA rated having been AA rated last month.

Meanwhile, Jean-Baptiste Delabare has risen from his A rating to be AA-rated for his work at Financiere Arbevel on the Pluvalca Evolution Europe A fund. This lies in the Mixed Assets – Absolute Return EUR section.

Bank of America Merrill Lynch’ David G. Kabiller has also achieved his first AA stepping up from an A rating. He manages the MLIS AQR Global Relative Value UCITS EUR A Acc fund which is within the Alternative Ucits – Multi Strategy.

Comeback stars

In September there were three managers who came back to the ratings. Newly Citywire AAA-rated Jan Ehrhardt from DJE Kapital is recognised for his risk-adjusted returns on the DJE – Zins & Dividende I fund in the Mixed Assets – Absolute Return EUR sector.

Also returning to the fold are Stefan Gries from BlackRock who runs the BSF European Absolute Return A2 EUR fund. Long/short equity manager Gries was last awarded a Citywire rating in July 2016 when he was also previously Citywire + rated.

Brooks Macdonald Funds’ Jonathan Gumpel manages the IFSL Brooks Macdonald Defensive Capital B Acc Fund. He is Citywire + rated for his work in the Mixed Asset – Absolute Return GBP sector and was last awarded a Citywire A rating back in April 2016.

In brief these are the key figures for this month:

 677 eligible managers for a rating running 810 funds

  • 172 received a rating
  • 19 AAA
  • 41 AA
  • 44 A
  • 68 +

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Related Fund Managers

Daniel Ineichen
Daniel Ineichen
175/178 in Bonds - Global Flexible (Performance over 1 year) Average Total Return: -2.14%
Jean-Baptiste Delabare
Jean-Baptiste Delabare
14/72 in Mixed Assets - Absolute Return EUR (Performance over 3 years) Average Total Return: 19.25%
Jonathan Gumpel
Jonathan Gumpel
25/47 in Mixed Assets - Absolute Return GBP (Performance over 3 years) Average Total Return: 11.02%
Raffaele Savi
Raffaele Savi
749/2014 in Equity - Global (Performance over 3 months) Average Total Return: 5.26%
Jan Ehrhardt
Jan Ehrhardt
2/36 in Equity - Asia Pacific Small & Medium Companies (Performance over 1 year) Average Total Return: 27.08%
David G. Kabiller
David G. Kabiller
9/66 in Alternative UCITS - Multi Strategy (Performance over 3 years) Average Total Return: 17.08%
Andreas Zehnder
Andreas Zehnder
60/146 in Alternative UCITS - Long/Short Equity (Performance over 3 years) Average Total Return: 12.03%
Emmanuel Régnier
Emmanuel Régnier
2/38 in Alternative UCITS - Fund of Funds (Performance over 3 years) Average Total Return: 17.08%
Romain Lahoste
Romain Lahoste
1/38 in Alternative UCITS - Fund of Funds (Performance over 3 years) Average Total Return: 17.08%
Travis Cooke
Travis Cooke
378/761 in Equity - US Small & Medium Companies (Performance over 3 years) Average Total Return: 32.45%
Stefan Gries
Stefan Gries
18/128 in Equity - Europe Excluding UK (Performance over 3 months) Average Total Return: 4.77%
Events
  • Citywire Alternative Ucits Retreat 2017

    Citywire Alternative Ucits Retreat 2017

  • Citywire Milan 2017

    Citywire Milan 2017

  • Citywire Paris 2017

    Citywire Paris 2017

  • Citywire Deutschland 2017

    Citywire Deutschland 2017

  • Citywire DACH 2016

    Citywire DACH 2016

  • Citywire Italy 2016

    Citywire Italy 2016

  • Citywire Milan 2016

    Citywire Milan 2016

  • Citywire Alt Ucits 2016

    Citywire Alt Ucits 2016

  • Citywire Berlin 2016

    Citywire Berlin 2016

  • Citywire Switzerland 2016

    Citywire Switzerland 2016

  • Citywire Amsterdam 2016

    Citywire Amsterdam 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Deutschland 2016

    Citywire Deutschland 2016

  • Citywire Latin America 2016

    Citywire Latin America 2016

  • Citywire Milan 2016

    Citywire Milan 2016

  • Citywire Munich 2016

    Citywire Munich 2016

  • Citywire Paris Alt Ucits 2016

    Citywire Paris Alt Ucits 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016