Dr James Fox

James Fox is regularly ranked the UK's #1 independent stock picker on Stockomendation, with his current portfolio up roughly 253% in just two and a half years.

A development economist by training, James takes a quant-driven approach reinforced by thematic conviction. He looks for stocks where the metrics simply stack up -- valuation, momentum, profitability, analyst revisions -- and isn't interested when they don't. From that shortlist, he backs the ideas he believes the market hasn't fully understood yet.

In recent years, that's meant leaning heavily into compute and AI infrastructure stocks, working through the bottlenecks in the value chain before they became consensus, alongside durable industrial businesses with genuine moats. He runs a concentrated, high-conviction portfolio, tends to buy into fear and sell into strength, and is happy to look wrong for a while if the numbers say otherwise.

He still believes in the AI trade, but is currently rotating out of his biggest winners and into lesser-known -- and, he hopes, underappreciated -- names further down the stack.