SMITH & WILLIAMSON GLOBAL GOLD & RESOURCES - 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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–
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-1.31%
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1.50%
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1.96%
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-0.39%
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1.03%
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–
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0.44%
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90.8%
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0.0%
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74.5%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Bob Farquharson/Ani Markova/ Robert Lyon
 "Photo of Bob Farquharson/Ani Markova/ Robert Lyon")
He joined the company in 1963 as an analyst and currently manages AGF Global Resources Fund, AGF Canadian Resources Fund Limited, AGF Canadian Small Cap Fund and AGF Precious Metals Fund. He is chairman of AGF Asset Management Asia and a director of AGF International Advisors Company Limited. He is a past chair of the Investment Funds Institute of Canada (IFIC) and a former director of the Toronto Stock Exchange. Farquharson earned a Bachelor of Commerce degree from the University of Toronto and holds the CFA designation.
Lyon has over 20 year investment experience including working on two other Canadian mutual funds. Prior to this he held several roles in base and precious metals and Oil & Gas sectors. He is a CFA charterholder.
Ani Markova has worked for AGF since 2003. Prior to joining AGF she was a research analyst and an associate analyst. Markova holds a B.A from Mount Vernon College in Washington D.C and is a CFA Charterholder.
Track record
Bob Farquharson/Ani Markova/ Robert Lyon has 4.1 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.44%.
During the worst period of relative performance (from April 2008 - December 2008) there was a decline of 36% relative to the index. The worst absolute loss has been 53%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 75%.
Other funds managed
| Periods of worst performance |
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Absolute
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-53%
(April 2008 - October 2008)
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Relative
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-36%
(April 2008 - December 2008)
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Sector record since
April 2008 (4 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