I assess the suitability of individual Consumer and Retail companies as long-term investments for my clients. This incorporates financial modelling, meeting companies' managements on a regular basis, and engaging with them on a wide range of matters including what measures they are taking in terms of protecting our environment and sustainability. I am an active member of Investec's stock selection committees.
Throughout my City career I have specialised in researching Consumer and Retail companies. I joined Investec in 2017, initially as a senior sell-side analyst, before moving to Wealth & Investment in 2020. I have worked for several well-known buy- and sell-side firms ranging from analysis at major international investment banks, as Head of Research at a major, London-based global fund management company and co-managing a Consumer fund at a well-known American hedge fund.
I hold an undergraduate degree in English Literature, a full-time MBA, and the CFA Certificate in ESG Investing. Beyond qualifications, deep knowledge and experience of the companies we invest in is important in my role as an equity analyst. I have built this up over a period of 25 years, benefiting from the different perspectives gained from researching and owning shares in companies as an investor, as well as advising investors and the companies themselves as a sell-side broker.
I enjoy playing chess and captain my local team in the Surrey league. I am a keen follower of many sports, including football, but have mixed success with my fantasy football teams. I also enjoy modern art and reading a variety of fiction and non-fiction books.
My areas of expertise
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Helping private clients with your life goals and investment choices
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Trying to make my next fantasy football transfer better than the previous one.
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