Factsheet: Ardevora Global Equity B GBP Acc

Name
Ardevora Global Equity B GBP Acc
Manager
Ardevora Asset Management LLP
Type
Open Ended Investment Company
ISIN
IE00B3QBT006
Sector
Global
Launched
18/02/2011
OCF
0.59 %
Risk Rating
2
3 Year Sharpe
1.57
3 Year Alpha
5.26
Yield
0 %
Benchmark
MSCI ACWI NR GBP
The Ardevora Global Equity Fund’s investment objective is to achieve positive absolute returns and long-term capital appreciation. The fund will primarily invest in and gain exposure to equity or equity-related securities (such as ordinary and preference shares, global depository receipts and American depository receipts) listed or traded on Regulated Markets. The Investment Manager will seek to structure the portfolio so that it has a long/short ratio of 150/50.
Holding %
THERMO FISHER SCIENTI CFD 0.91 %
Target Corp 0.89 %
Freeport-McMoRan Inc 0.89 %
Teleflex Inc 0.88 %
Navistar International Corp 0.88 %
Texas Roadhouse Inc 0.87 %
TechnipFMC PLC 0.87 %
Teradyne Inc 0.86 %
Ferrari NV 0.86 %
Microsoft Corp 0.86 %
Region %
United States 62.47 %
Japan 8.58 %
Asia - Emerging 7.77 %
Eurozone 5.29 %
Latin America 5.06 %
Sector %
Technology 22.36 %
Industrials 19.19 %
Consumer Cyclical 16.12 %
Healthcare 13.75 %
Financial Services 8.89 %
Consumer Defensive 8.33 %
Basic materials 7.34 %
Name
Ardevora Asset Management LLP
Address
EC4V 6AB, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Ben Fitchew
Joined 02/18/2011

Ben joined Ardevora in May 2010. Ben has over 15 years’ experience, beginning his career in 2002 at Liontrust Asset Management, where he was ultimately responsible for the management of a number of long-only and long/short portfolios. Ben has a First Class degree in Mathematics, a Master of Science in Mathematics and the Foundations of Computer Science from Oxford University and is a CFA charter holder.

Jeremy Lang
Joined 02/18/2011

Jeremy Lang co-founded Ardevora in January 2010, alongside William Pattisson. Jeremy has over 30 years’ experience, beginning his career in 1986 managing North American and UK Equities with William at James Capel Fund Managers. He left James Capel in 1991 to take up full-time long-distance sailing. In 1995 Jeremy joined Liontrust Asset Management, and in 1999, he partnered with William to manage UK equity portfolios and all investment management operations. Jeremy left Liontrust in April 2009 and founded Ardevora in January 2010. He has a First Class degree in Economics and Econometrics from the University of York and a Masters in Economics of Finance and Investment from the University of Exeter.

Jeremy Lang
Joined 02/18/2011

Jeremy Lang co-founded Ardevora in January 2010, alongside William Pattisson. Jeremy has over 30 years’ experience, beginning his career in 1986 managing North American and UK Equities with William at James Capel Fund Managers. He left James Capel in 1991 to take up full-time long-distance sailing. In 1995 Jeremy joined Liontrust Asset Management, and in 1999, he partnered with William to manage UK equity portfolios and all investment management operations. Jeremy left Liontrust in April 2009 and founded Ardevora in January 2010. He has a First Class degree in Economics and Econometrics from the University of York and a Masters in Economics of Finance and Investment from the University of Exeter.

Data provided by Morningstar.

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