Don Fitzgerald
AA
6 Years of experience
Focus on high-quality firms at attractive prices
Current firm: DNCA Finance
Professional background
Began his career with Citigroup in 1996 firstly in Dublin then in Frankfurt and Paris. He joined WestLB Paris as an investor in distressed debt in 2003 and Tocqueville Finance in 2007. From 2008 to August 2015 he managed the fund Tocqueville Value Europe. In September 2015, he joined DNCA Finance.
Educational background
Don Fitzgerald, CFA (Chartered Financial Analyst) graduated from Trinity College Dublin.
Performance
8.04%
Manager Annualised Return Since Inception
5.21%
Benchmark Annualised Return since Inception
Manager Performance
Manager
Benchmark
Dif.
Inception*
8.04%
5.21%
2.83%
5Y
3.01%
2.54%
0.47%
*Inception date: 6/30/2016
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.
DNCA Invest Archer Mid-Cap Europe
Value investing using fundamental analysis
BenchmarkMSCI Europe Mid Caps, Net (€)
ClassClass B
ISINLU1366712518
AUM265,990,000.00 €
Ongoing Charges2.15%