David Clark

AAA

19 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Saracen Fund Managers

Professional background

David manages the TB Saracen UK Alpha and TB Saracen UK Income funds. His investment career has spanned over 25 years with most of this focused on UK small and mid cap companies and, apart from a brief spell as a NED of a couple of small quoted companies, he worked at Ignis Asset Management and at Scottish Mutual Assurance.

Educational background

David Clark holds a Master's degree in Investment Analysis from the University of Stirling and a Bachelor's degree in Accountancy from the University of Glasgow.

Performance

7.39%

Manager Annualised Return Since Inception

6.12%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

7.39%

6.12%

1.27%

10Y

6.09%

8.24%

-2.15%

0.58%

2.77%

-2.18%

*Inception date: 12/31/2003

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

TB Saracen UK Alpha

Value investing using fundamental analysis

Benchmark
FTSE UK SMALL EX Investment Trusts TR

Class
Class B Acc

ISIN
GB0005711196

AUM
9,108,757.19 €

Ongoing Charges
1.12%