Investment analyst/writer, investor
I'm an investment writer and analyst, with a particular focus on systematic investing and dividends. I look for quality stocks with above-average returns, strong cash generation, and attractive valuations - always with dividends.
In my earlier life, I worked as an systems engineer in telecoms and IT. The quantitative, rules-based approach required for this kind of work suits me and has certainly influenced my investing style. I also learned a lot from seeing the tech bubble deflate in 2000/1, when I was working for a large and now defunct telecoms group.
I run two portfolios: my main portfolio is an all-cap dividend portfolio with a strong bias towards quality and value. I aim to buy dividend stocks that will provide attractive opportunities for compounding over long holding periods.
My second portfolio is the rules-based Stock in Focus Portfolio (SIF), which I've run at Stockopedia since April 2016. In a regular column, I track the performance of this market-beating portfolio and use screening and quantitative techniques to hunt for attractive shares to buy.