Edward Sheldon

Equity Research Analyst, Stockopedia. CFA charterholder and investment writer with more than 20 years in financial services.

Coverage and specialism: Edward Sheldon produces equity research and contributes to the Daily Stock Market Report at Stockopedia. His main focus is on quality growth companies and the long-term trends driving them. His broader specialisms include fund and ETF research, market and portfolio commentary, and thematic investing.

Background: Edward spent 15 years in private wealth management and institutional asset management before becoming a full-time financial writer in 2017. In London, he worked at Numis Securities and Schroders before spending a decade at Nikko Asset Management, where he was a senior operations analyst supporting the equity and fixed income portfolio management teams. Today, he produces equity research and investment content for a range of businesses including asset managers, ETF providers, and investment platforms.

Qualifications: Edward holds the Chartered Financial Analyst (CFA) qualification as well as the Investment Management Certificate (IMC). He has a Bachelor of Commerce in Finance from the University of Melbourne.

How he invests: Edward takes an active approach to investing, managing his own ISA and SIPP. Leveraging the expertise he acquired working on institutional and high-net-worth investor portfolios, he predominantly invests in high-quality companies that are poised to benefit from powerful long-term trends and capable of generating market-beating returns.

And finally: Away from Stockopedia, Edward enjoys running, playing guitar, travelling, and spending time with his family when he’s not busy running his investment writing business.

• Website: edwardsheldonfinancial.com