Geoff Oldfield, CFA

AAA

24 Years of experience

Focus on good companies trading at low multiples

Current firm: Ennismore

Professional background

Equity Rsearch Analyst, Enskilda Securities. Barings Asset Management. European Investment Manager, Gartmore and Midland Montagu.

Educational background

Degree in Banking & Finance, Loughborough University. Associate of the Chartered Institute of Bankers.

Performance

11.1%

Manager Annualised Return Since Inception

7.55%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

11.1%

7.55%

3.55%

10Y

7.91%

8.31%

-0.40%

4.05%

0.53%

3.52%

*Inception date: 1/27/1999

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.

Ennismore European Smaller Companies

Value investing using fundamental analysis

Benchmark
MSCI Europe Small, Net / MSCI Europe (Before 29 December 2000)

Class
Class A

ISIN
IE00B3TNSW80

AUM
382,248,196.51 €

Ongoing Charges
Ongoing Charges: 2.15%, Performance Fee: 20%