Amadeo Alentorn joined Old Mutual in 2005. He is a fund manager in the global equities team, and is also responsible for directing the quantitative research programme. He has extensive experience in investment, quantitative research and software development. Prior to joining Old Mutual, he developed simulation models for systemic and liquidity risk at the Bank of England (2004-2005), and worked as a software developer for CAD systems (2001-2004) and for robotic applications (1998-1999). Amadeo holds a BEng in Robotics (2000) from the University of Plymouth, an MSc in Computer Science (2001) and a PhD in Computational Finance (2006) from the University of Essex. During his doctoral research he developed a new option pricing model based on extreme value theory. He is a CFA charterholder.
Ian Heslop was born in South Shields in the United Kingdom in the early seventies. He holds a BA in chemistry from Oxford University and a PhD in medicinal chemistry from Edinburgh University. He started his career in the financial industry in 1997 when he joined Barclays Global Investors. After three years he then joined Old Mutual Asset Management is currently head of quantitative strategies. Ian is a member of ASIP and outside of fund management he likes to unwind by playing squash and football.
Mike Servent joined OMGI in November 2004 from Barra International where he was a senior consultant specialising in the implementation of multi asset-class risk systems. Prior to this he spent five years with COR Risk Solutions, which developed optimisation, backtesting and modelling software. At COR he worked as commercial development manager as well as undertaking research projects with various clients. Mike has an MA in physics from Oxford University.
The objective of the Fund is to seek to achieve long term capital growth through the active management of a diversified portfolio invested primarily in North American stock markets. It is not proposed to concentrate investments in any one industry or sector. The securities in which the Old Mutual North American Equity Fund may invest shall include ordinary shares or common stock, ADRs, GDRs, preference shares and warrants, provided that any investment in warrants shall not comprise more than 5 per cent. of the Net Asset Value of the Fund.
Rank 108/131 Total Return
Rank 115/131 Standard Deviation
Rank 114/131 Max Drawdown
|106||BNY Mellon US Opportunities Fund USD C||USD||
|107||OYSTER US Selection C USD||USD||
|108||Merian North American Equity A USD||USD||
|109||Harris Associates Concentrated US Equity Fund IAU||USD||
|110||Franklin Mutual U.S. Value Fd A (acc) USD||USD||
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|113||Franklin US Opportunities A (acc) USD||USD||
|114||Threadneedle American Select Ret Net Acc GBX||USD||
|115||Merian North American Equity A USD||USD||
|116||Morgan Stanley US Advantage A USD||USD||
|117||AXA WF Framlington American Growth A C USD||USD||
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Month by Month Performance
Returns Vs Risk
- Hong Kong
- United Kingdom
- Launch date17/04/2002
- Share Class size241Mn
- Base currencyUSD
- Min. initial investment1,000
- Min. regular additional investment0
- Annual management1.50%
- Initial investment5.00%