Preparing to go down a gold mine in Uruguay – a break from my normal place of work.
I have been analysing and writing about financial markets for more than 35 years, initially as a business journalist on The Times, The Economist and The Independent, more recently as a professional investor and author/columnist/podcaster. My main interests are in big picture investment issues – asset allocation, strategy and fund selection – but I also invest in private and listed equities where I see exceptional opportunities. You can follow my model portfolios as a subscriber to The Investment Reader and podcasts on the Money Makers website.
My professional employment includes a number of directorships and advisory roles. Among them: an independent member of the investment committee at Saunderson House, a City-based firm of fee-based wealth managers, and at the Savile Club, where I was chairman for six years; non-executive director of the Jupiter UK Growth Trust and senior adviser to Orosur, an AIM-listed gold mining company. For three years I was an independent non-executive director of Hargreaves Lansdown plc, the UK’s leading fund and stockbroking firm. I am a Chartered Member of the Chartered Institute of Securities and Investment and wrote a thesis on the methods of Warren Buffett while earning a master’s degree in management and finance at MIT’s Sloan School of Management.
Before starting my own newsletter I wrote a regular column in the Financial Times fund management section from 2008 to 2015 and continue to contribute regular interviews and other pieces to The Spectator. Before that I wrote a weekly column on investment for The Independent for 12 years. I have written three books on investment and one on the game of bridge. My most recent book is Templeton’s Way With Money, co-authored with Dr Sandy Nairn, the CEO of Edinburgh Partners (published by John Wiley, 2012). I have also edited a number of books by other professional investors.
I welcome comments from professional investors and committed private investors. You can reach me on editor@independent-investor.com.
Personal Qualifications
MA in History, Cambridge University
MSc in Management, MIT, Sloan School of Management
MCSI Chartered Member of the Chartered Institute of Securities and Investment
Professional
Founder, Independent Investor
Senior Adviser, Saunderson House
Investment Director, Genagro Services Ltd
Non-Executive Director, Jupiter UK Growth Trust
Senior Adviser, Orosur Mining
Published Books
Author:
Money Makers
Investing With Anthony Bolton
Templeton’s Way With Money
Editor:
Professional Investor Rules
Effective Investing (by Mark Dampier)
Engines That Move Markets (by Sandy Nairn)
Fundology (by John Chatfeild-Roberts
Jonathan Davis