I'm a Value Investor at heart. It makes logical sense, and it works.
Following studying Engineering at Oxford, I embarked on a short career in adventure travel and humanitarian aid before returning to the UK to start a series of internet businesses in 2000. The most successful of these was Blurtit
, a Q&A Social Network I founded in 2006. This developed into a profitable business which, at its peak, had traffic of 16m unique visits per month. Traffic was built using a community strategy driving by social, SEO, PPC and email. Blurtit's success gained celebration
from our advertising partner Google.
My interest in investment sparked in 2008 after read the Intelligent Investor
, I wish I had found that book 20 years earlier. I saw the light and learnt than owning a stock is just like owning your own business with one key difference, you can choose the best! And it got better, I also discovered that you can buy fractional ownership at bargain prices when others are forced to sell or panic. I learnt as much as I could, reading the many books about the great investors such as Buffett, Klarman, Fisher, Lynch whilst to undertaking executive education at LBS and Colombia. The learning I started then is ongoing for the rest of my life. Since 2008 my portfolio has significantly outperformed the S&P 500 (and in fact the majority of funds). My most recent annual results, audited by Grant Thornton also significantly outperformed the S&P 500.