Inside the money game
As an author, investor, podcaster and teacher, two themes have been central to my professional life – investing in the stock market and the game of bridge. Participating in them, talking about them, writing about them, giving advice about them – if you are interested in either, you can find out more here. This is my professional website.
After an early career in financial journalism, my professional investment life began with a year at MIT’s Sloan School of Management where I wrote a thesis about the investment methods of Warren Buffett for a Master’s degree. Current commitments include advising the wealth management firm Saunderson House in the City of London and non-executive and consultancy work. I am a qualified Member of the Chartered Institute for Securities and Investment, with a special interest in asset allocation, fund selection and equities.
Author and analyst
As Editorial Director of the Money Makers joint venture with the financial publishers Harriman House, my work includes both writing and commissioning expert books on investment themes. These include the annual Investment Trusts Handbook, which has reached more than 10,000 readers since we launched it three years ago. The next edition is at the early planning stage. A fuller list of titles, including the three books I have written myself, and those by other professional investors, can be found on the books page.
My weekly investment trust podcast offers listeners a ringside view of the financial markets and what Keynes called “the game” of stock market investment. It is a weekly discussion of the latest news and trends in the investment trust world with Simon Elliott, the articulate and knowledgeable head of investment research at the specialist broking firm Winterflood Securities. New listeners are always welcome. The podcasts are independently produced and edited and available on leading podcast channels.
weekly coaching sessions
My books include three titles analysing the success of those few professional investors who – in an age dominated by the rise of indexing – can genuinely be said to have added value for those who buy their funds.
- Money Makers
- Templeton’s Way With Money
- Investing With Anthony Bolton
For other commissioned titles, click here.
From the archive
- Is it virtue or results that you want?I am a fan of Terry Smith but I wonder how many others in the fund management business are, given his knack of puncturing some of the carefully-developed myths that help to keep the rest of the industry going. His latest offering. a “sustainable” global equity fund, is a clever and well-judged attempt to highlight the flaws in the way that many other funds in this fashionable sector are in practice put together.
- Japan’s stock market has huge upside potentialThe best investment decisions are almost always those that feel most uncomfortable at the time they are made. George Soros says he gets terrible backache when running his biggest positions. ‘If it ain’t hurting, it ain’t working’ is a good motto to put on your computer screen. Those who think Japan is an excellent home for their money at the moment (as I do) are very familiar with this phenomenon.
- In praise of moving averagesWhat do you want the stock market to do for you? Make short-term speculative gains, or grow your wealth over a period of years? My answer would be: ideally both — but the wealth part is by far the more important of the two. The-question is: what can a wealth-seeking investor do to minimise the risk of losses along the way? Here’s one technique that might help.