Mark Stevens, Old Mutual - Six-factor quantitative model delivering

Seven years of top-quartile performance from the Old Mutual North American Equity portfolio speak volumes for Mark Stevens' investment model

Old Mutual has run its North American Equity fund on a quantitative model for nearly seven years, leading to top-quartile returns on a one, three and five-year basis. The fund is ranked fourth in the 69-strong North American sector over three years to 4 June, returning 50.2% bid to bid compared to the peer group average of 32.1%, according to Morningstar. Fund head Mark Stevens has experience in fundamental management as well as quantitative analysis. His career includes stints at Lloyds Investment Managers and Hill Samuel Asset Management before he joined Old Mutual Asset Management in 2...