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Ideas and Insights for the Discerning Investor

Welcome to the Independent Investor website. This is where you can find:
  • An archive of my newspaper columns in the Financial Times and Spectator;
  • Details of my published books, including the latest, Templeton’s Way With Money;
  • Links to my blog, Q and As with top professional investors and other useful websites;
  • Advance notice of forthcoming Independent Investor seminars and events;
  • Brazilian farmland, prime central London property, the game of bridge and other personal interests.

Books and Publications

2012 saw the publication, in collaboration with my co-author Dr Sandy Nairn, of a new in-depth study of the investment methods of Sir John Templeton, Templeton’s Way With Money, timed to appear on the 100th anniversary of his birth. I also edited and introduced Professional Investor Rules, a compilation of tips from leading professional investors on how to make money in the stock market. A new edition of my first book, Money Makers, a study of leading professional investors, is being released in 2013.

Newsletter and Blog

Follow the links on the left to subscribe to my regularly updated blog, a selection of topical notes and quotes culled from the mountain of investment research and data that croses my desk every day. My private subscription newsletter Independent Investor features market analysis, regular stock and fundpicking forums, and portfolio analyis. It is available by request.

Investor Master Classes 2013

2013 sees a new series of professional investor master classes, at which interested investors can learn directly from the leading exponents of different styles of investment. Past speakers at Independent Investor events include Jeremy Grantham, Anthony Bolton, Philip Gibbs, Ken Fisher and Jim Slater (pictured right). Watch out for details of the first of these events, to be held in central London. See the events link for more information.

Brazilian Farmland

I am a founding shareholder and adviser in a Brazilian farmland development company, Genagro Ltd, which directly and through its offshoot Agrifirma Brasil has a substantial equity interest in 69,000 hectares of land in Brazil. The company buys and transforms unproductive scrubland in central Brazil (nowhere near the rain forest) into fertile arable land to provide new supplies of food and feed to a hungry world. This article in The Spectator explains how I came to be involved in this exciting new venture.