About

Preparing to go down a gold mine in Uruguay – a break from my normal place of work.

I have been analysing and writing about financial markets for more than 35 years, initially as a business journalist on The Times, The Economist and The Independent, more recently as a professional investor and author/columnist/podcaster. My main interests are in big picture investment issues – asset allocation, strategy and fund selection – but I also invest in individual equities where I see exceptional opportunities.

A new series of podcasts with professional investors is planned for the autumn and can be found on the Money Makers website. I also keep and track three model portfolios, which closely match the way I invest my own money, and which you can follow in my investment notebook.

My professional employment includes a number of directorships and advisory roles. I am a Chartered Member of the Chartered Institute of Securities and Investment and wrote a thesis on the methods of Warren Buffett while earning a master’s degree in management and finance at MIT’s Sloan School of Management.

Before deciding to publish my own work I wrote a regular column in the Financial Times fund management section from 2008 to 2015 and contribute occasional interviews and other pieces to The Spectator. Before that I wrote a weekly column on investment for The Independent for 12 years. I have written four books on investment and one on the game of bridge. My most recent books have been  Templeton’s Way With Money, co-authored with Dr Sandy Nairn, the CEO of Edinburgh Partners (published by John Wiley, 2012) and the Investment Trusts Handbook (three annual editions so far). I have also edited and/or commissioned a number of books by other professional investors.

I welcome comments from professional investors and committed private investors. You can reach me on editor@independent-investor.com.

Personal Qualifications

MA in History, Cambridge University

MSc in Management, MIT, Sloan School of Management

MCSI Chartered Member of the Chartered Institute of Securities and Investment

Professional

Founder, Independent Investor

Senior Adviser, Saunderson House

Investment Director, Genagro Services Ltd

Non-Executive Director, Jupiter UK Growth Trust

Published Books

Author:

Money Makers

Investing With Anthony Bolton

Templeton’s Way With Money

The Investment Trusts Handbook (2018,2019,2020)

Editor:

Professional Investor Rules

Effective Investing (by Mark Dampier)

Engines That Move Markets (by Sandy Nairn)

Fundology (by John Chatfeild-Roberts)

Only The Best Will Do (by Peter Seilern)