I am a freelance investment writer and analyst, with a particular interest in UK equity income. I can provide both editorial/opinion articles and white label news coverage, depending on client requirements. I also have experience of running model portfolios for a number of clients.
I have passed the CFA Level I exam and hold the CFA UK Investment Management Certificate (IMC). I am a keen private investor.
If you are interested in a particular type of writing, please contact me for more information.
Investment publishing credits
I have written the weekly Stock in Focus column for Stockopedia since 2015.
Since 2016, my focus has been on documenting the management and development of my systematic SIF model portfolio. Between April 2016 and December 2021, SIF generated an average annual return of 12%. You can find an archive of all my past columns here.
I also contribute to Stockopedia’s flagship daily Small Cap Value Report (SCVR).
I run the Income Boosters high yield portfolio and contribute regular news and analysis of UK dividend stocks.
I contribute stock analysis and commentary to the Motley Fool UK’s premium subscription services.
I also write regularly for The Motley Fool’s main UK site, providing news and analysis on a broad range of big cap firms and popular small cap stocks. You can find a full list of my recent articles on my Motley Fool profile page (click here).
I contribute occasional educational and information content to Finder UK. You can see a list of my contributions here.
Thought leadership and other editorial: I can provide bespoke content for commercial clients on request. Please get in touch for more details.
Media coverage: In addition to writing work I occasionally provide media commentary. Past examples include appearances on:
- Share Radio – 2014 – 2017: Provided regular oil market commentary on the Morning Money show. e.g. oil market commentary here (24/08/2016) and BP 1Q2015 results coverage here
Other publishing credits
Between 2006 and 2014 I wrote regularly for two UK antique and collectable magazines, looking at antiques and latterly the alternative investment market.
Antiques Info – A UK antiques magazine, now sadly defunct (October 2014) aimed at antique collectors and dealers with a bias towards investment.
I wrote regular features on 20th century British ceramics for Antiques Info from 2006 until 2014. Towards the end of this period, I also produced a series of articles looking at popular alternative investments, such as classic cars, stamps and rare wines.
Collect It! – I wrote for the now-defunct Collect It! magazine over a period of several years from 2007 – 2010. Subjects covered included buying and selling at auction, understanding the condition of ceramics and building a collection.
Collect It! was published by Warner Group Publications. You can see some of Warner’s current publications and output on the Collectors Club of Great Britain website.