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

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Paul Casson

Paul Casson

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About Paul Casson

Paul Casson is currently a fund manager at Artemis having joined from Henderson in 2013. Born in Ballymena, Northern Ireland in 1973, Casson gained a BSc and an MSc Distinction in Accounting from Queens University, Belfast and went on to complete an MSc in Investment Analysis at Stirling University, Scotland. His career kicked off in 1995 with leading auditors KPMG where he worked as a trainee accountant. In 1997 Casson made the move into fund management with Martin Currie and spent four years managing money for the Scottish group before making the switch to its rivals SVM Asset Management. He then went on to join Henderson in October 2005 prior to joining Artemis in April 2013. Casson is a stockpicker who conducts detailed company analysis and research when selecting his investments.

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Citywire Rating: + rated

2017

  • MRated A in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated A in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017
  • NRated A in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated A in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated A in Apr 2018
  • MRated A in May 2018
  • JRated Plus in Jun 2018
  • JRated Plus in Jul 2018
  • ARated Plus in Aug 2018
  • SRated Plus in Sep 2018
  • ORated Plus in Oct 2018

Performance

Alternative UCITS - Long/Short Equity
over : 30/09/2017 - 30/09/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.9% 2.3% 2.0%
2017 4.2% 1.4% -0.3% 1.6% 1.5%
2016 4.2% -2.2% -2.8% 3.9% 5.5%
2015 13.1% 2.8% 4.0% 2.6% 3.1%
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.