Helping you grow more than wealth

I manage diversified global portfolios on a discretionary basis. My stock selection is driven by fundamental valuation, and ultimately I strive to own growth at a relatively compelling price for client portfolios.

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As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more