One to Watch: FOUR Capital Partners

ONE TO WATCH

clock • 5 min read

A trio of ex-Schroders fund managers have returned to the top quartile of the hugely competitive IMA UK All Companies sector, five years on from forming their own venture - FOUR Capital Partners.

In March 2007 the boutique launched its first open-ended proposition, the £61m FOUR Active UK Equity fund. The portfolio has returned 10.45% over the five years to 19 March, compared to its peer group average of 3%, according to Morningstar. The firm was set up by Chris Rodgers, Tom Carroll and Edward Williams, along with Derrick Dunne, a former multi-manager at MM Asset Management. Dunne is responsible for all non-investment functions at the firm. Rodgers was one of the most respected equity income managers of the 1990s, producing stellar performance at the helm of the Schroder Incom...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Trium Capital's Donald Pepper: Tariff tide reveals those swimming uncorrelated

Trium Capital's Donald Pepper: Tariff tide reveals those swimming uncorrelated

'Conventional diversification no longer provides adequate protection'

Donald Pepper
clock 30 April 2025 • 4 min read
Event Voice: Your questions answered by FSSA Investment Managers at the Emerging Markets Conference

Event Voice: Your questions answered by FSSA Investment Managers at the Emerging Markets Conference

Angus Sandison, Investment Analyst, FSSA Investment Managers
clock 24 April 2025 • 3 min read
US M&A spending jumps 50% in March as deal volume declines

US M&A spending jumps 50% in March as deal volume declines

Near 6% drop in number of deals happening

Eve Maddock-Jones
clock 23 April 2025 • 1 min read
Trustpilot