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Ideas and insights for the discerning investor

 

Jonathan Davis

Jonathan Davis

Welcome to the Independent Investor website. I trust you will find something of interest here, whether that is an event, an article, a book, or details of my new forthcoming publication Investor Q and A. For more than 30 years my professional life has revolved around analysing the financial markets, initially as a journalist on national newspapers, latterly as a qualified investment professional. Aided and abetted by an extensive network of professional contacts, I aspire to offer a guiding hand to professional and private investors alike through books, columns, a newsletter and events. If you don’t know me already, you can find out more from the About link. I would be delighted to add you to my professional circle. Please feel free to sign up for more information.


New newsletter from Independent Investor

 

Why not join me from this month as I discuss a series of topical investment issues every fortnight with the help of the UK’s best professional investors – the investments they like and their latest views on the markets? Investor Q and A is a subscription-only publication from Independent Investor that canvasses the opinions of the best professional practitioners at work in the markets today. It is currently being tested in beta format and goes live and open for subscriptions in February 2014. To find out more follow this link to Investor Q and A’s dedicated website. Those on my regular panel of of interviewees includes Jim Rogers, Richard Oldfield, Richard Buxton, Sebastian Lyon, Ken Fisher, Giles Hargreave and many more. The service also includes model portfolios and my own regular market commentary and analysis. Anyone who has signed up for the free emails on this site, or who subscribes to my blog, will automatically receive more details nearer the time.


Latest from my blog

 

Repeating “the principles of investment success”

Following two successful outings I am repeating the third instalment of my two-hour seminar on the basic secrets of investment success at 9.30 am on Thursday June 19th 2014, at the highly convenient Conde Nast Fashion Institute in Soho in central London. More details can be found by following this link. The seminar is organised by the How to Academy, the latest brainchild of tireless entrepreneur John Gordon, and is slated to last for two hours. The seminar falls into two parts: in the first hour I outline what I call the ten key principles needed to become a successful investor, drawing both on 30 years of  personal experience in the financial markets and my research into the methods of the greatest investors, from Warren Buffett downwards. In the second hour I take questions from the audience on any topic, including the current market outlook,  and attempt to show how anyone can now use the Internet to find almost all the information they need to make judgments about shares, bonds, funds, investment trusts, gold and anything else that catches their imagination. The seminar assumes little prior knowledge. I believe strongly that understanding a few simple principles – rather than trying ...Read more.


My books: analysing professional investors

 

moneymakers_frontcoverA new and updated edition of my first book, Money Makers, a study of eight leading professional investors, was released recently. Last year John Wiley in the United States published Templeton’s Way With Money, a fresh in-depth study of the investment methods of Sir John Templeton, timed to coincide with the 100th anniversary of his birth. I have also edited and introduced Professional Investor Rules, a compilation of tips from leading professional investors on how to make money in the stock market (Harriman House 2013). The next project in my pipeline is a second book (after a gap of more than 20 years) about the game of bridge, which remains an absorbing second passion of mine.


Brazilian farmland

 

Campo Aberto webI am a founding shareholder in a Brazilian farmland development company, Genagro Ltd, which directly and through its offshoot Agrifirma Brazil now has a substantial equity interest in 77,000 hectares of land in Brazil. The company transforms unproductive scrubland in central Brazil (nowhere near the rain forest, incidentally) into fertile arable land to provide food and feed to a hungry world. This article in The Spectator explains how I came to be involved in this exciting new venture. Five years on from its formation, Agrifirma, the business which Genagro seeded, is setting new standards for sustainable farmland development in Brazil and is targeting a stock market listing in due course. Farmland has more than proved its worth as an investment asset over the past decade, with prices in Brazil having more than doubled in that time.


Other publications

 

fundologyIn the past few years Independent Investor has been responsible from time to time for publishing or helping to commission a handful of titles that I believe merit a wider circulation. These include the historian Edward Chancellor’s prescient study The Coming Credit Crunch? (2006), a stark warning of the looming financial crisis that broke in 2008, Fundology by John Chatfeild-Roberts (2007), a layman’s guide to investing in funds, and Beyond the Internet Bubble, a masterful historical analysis of technology booms and busts through the centuries by my friend and co-author Sandy Nairn. Subscribers to the Investor Q and A newsletter will have access to my lists of recommended books, publications and websites.