Business Consultant and Manager, Private Investor
Working at a senior level in an FX business with responsibility for risk and regulatory compliance I also have two non-exec positions . One of these is a very exciting early stage SportsTech start-up . Strategic business transformation is the theme running through my career typically applying technology to create strategic advantage. I've been an investor for over twenty years starting from scratch to build a seven figure portfolio.
I'm fascinated by eMarkets, payments, financial crime and identity management.
I thus run a very concentrated portfolio. my current tier one holdings are Entain (ENT), Unite Group (UTG), Bioventix (BVXP), Burford (BUR), Ergomed (ERGO), Sage (SGE), Ideagen (IDEA). Tier two holdings: Manolete (MANO), Rosenblatt (RBGP), Jarvis Securities (JIM), and most recently Zoo Digital (ZOO) and BEEKS (BKS).
Time horizon: Very long-term.
Strategic focus: Looking for companies with long-term strategic competitive advantage. Sector agnostic.
My Investment Criteria are: Growth Stocks: in a Growing market; with Excellent Management and strong Strategy (i.e GEMS). Value Stocks: looking for hidden value with good dividend yield.
Activist in nature, I like to meet the directors and I support strongly ShareSoc’s goals of greater shareholder democracy/advocacy.
Investment Style: Long-term strategic, I like to take an opportunistic advantage of Mr Market's short-term herd mentality and happy to be contrarian.
I do not short.