MikeBrenner
Entrepreneur, Market Professional
- Joined 11 Feb 2016
- 30 comments
- 3 posts
Biography
Work in ecommerce across marketing, product and partnerships, with a background in technology start ups. Very curious and combine this with my sector insights to focus on areas and companies to invest.
Been a long time investment lurker and knowledge builder, but over last 3 years been managing SIPPs and ISAs for myself and family.
Learning lots (esp understanding balance sheets and bottom up valuation), am performing well, but much more to learn and refine with my approach :0)
Investment strategy
Small caps and growth with a focus on quality and momentum.
Identify companies with an unfair advantage, but that meet key financial metrics to minimise downside risk.
Hold 15 or less shares in a concentrated portfolio so i invest in my best ideas.
Strict rules to manage entry position
Focus on investing more in the winners as they grow
Plan to hold indefinitely unless simple rules to sell are triggered (e.g.profit warnings)
Like to keep things simple!!