GAM STAR WORLDWIDE EQUITY GBP - Manager
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Average monthly relative returns
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Bestinvest MRI
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07/08
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08/09
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09/10
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10/11
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11/12
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3 years
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5 years
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Career
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3 years
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5 years
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Career
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0.11%
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-0.29%
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-0.19%
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0.05%
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–
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–
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–
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0.21%
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0.0%
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0.0%
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98.6%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Taube Hodson Stonex Partners
 "Photo of Taube Hodson Stonex Partners")
Cato Stonex graduated from the LSE in 1986 and subsequently joined Morgan Grenfell, where he became a bond trader. He moved to J Rothschild in 1989 then co-founded THS in 1997.
Mark Evans joined Morgan Grenfell in 1985 after graduating from Bristol University. He moved to ING in 1989 where he became head of emerging market debt before becoming a founder shareholder of Montpelier in 1995. He joined THS in 1998.
Robert Smithson started his career at Goldman Sachs in 1995, moving to independent equity research boutique Arete Research in 2000 before joining THS in 2004.
Ali Miremadi spent eleven years at Goldman Sachs, first as an equity salesman and then as a proprietary trader, before joining THS in 2007.
Xavier Van Hove joined THS in 2010 after 13 years with UBS.
Manuel Stotz joined THS in 2011 after a spell at Goldman Sachs.
Track record
Taube Hodson Stonex Partners has 23.4 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.21%.
During the worst period of relative performance (from February 2000 - October 2000) there was a decline of 20% relative to the index. The worst absolute loss has been 43%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 99%.
Other funds managed
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Start Date |
ST JAMES PLACE INTERNATIONAL
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Nov 1971
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THS INTERNATIONAL GROWTH & VALUE SC A & Y
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Oct 1999
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Feb 2006
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THS EUROPEAN GROWTH & VALUE SC B & Z
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Feb 2008
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CARVETIAN ELECTRIC & GENERAL A
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Aug 2011
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| Periods of worst performance |
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Absolute
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-43%
(February 2000 - February 2003)
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Relative
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-20%
(February 2000 - October 2000)
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Sector record since
January 1989 (23 yrs)
About the MRI
Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level. Read more about our approach