David Stevenson

AAA

11 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Amati Global Investors

Professional background

Co-founding Partner, Cartesian Capital. Corporate Finance & Private Equity Analyst, Dunedin Fund Managers. Assistant Director, Fund Manager, SVM.

Educational background

Chartered Accountant, KPMG

Performance

9.66%

Manager Annualised Return Since Inception

7.96%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

9.66%

7.96%

1.7%

10Y

11.11%

8.65%

2.46%

1.41%

1.11%

0.31%

*Inception date: 7/10/2011

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.

Amati UK Smaller

Value investing using fundamental analysis

Benchmark
FTSE Small Capitalisation Index Ex Investment Trusts TR

Class
Class B

ISIN
GB00B2NG4R39

AUM
760,604,054.42 €

Ongoing Charges
0.89%