SPECIALIST IN LONG-TERM INVESTING
“Helping you reach your financial goals
by taking a long-term view”
“RULE 1: NEVER LOSE MONEY
I am an Investment Fund Manager with 15 years experience as a successful business owner-manager. My strategy is to invest in the stock market for the long term, using techniques I have learnt while running my own businesses and studying the best investors in the world.
The fundamental techniques of investing still hold true in this digital age. A good stock opportunity comes to light through detailed research balanced with strong commercial understanding.
My career has been dynamic and varied, and has allowed to me develop an alternative investment philosophy which I post about regularly on my blog.
HOW I CAN HELP
Many of my clients come from a similar owner-manager background, or family trusts, and appreciate both my insight and experience in the business environment, and my strategy to fund management and share research. They have a longer term performance view (3-10 years) and want to invest a six-figure sum minimum.
Working with clients of a similar mindset helps to align our interests in several ways: I understand the demands on your time, and your concerns for your hard-earned resources. I also invest my own funds in the same assets as you, and work on performance-based fees only.
- CORPORATE, FAMILY TRUST & PERSONAL ACCOUNTS
- LONGER TERM INVESTMENTS, WITH FEWER TRADES
- PERFORMANCE FEES ONLY
I take a different view on the stock market, having previously run several successful online businesses.
My practical, commercial acumen is backed up by detailed research and underpins all of my investing.
My businesses’ successes have enabled me to invest my own resources, and I chose to retrain as an investor after studying the investing greats.