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 and I co-host a regular investing podcast.
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 2022, SIF generated an average annual return of 10.6%. 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.
Motley Fool UK
I have contributed 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).
Fund Your Retirement podcast: I was interviewed about my dividend investing approach on the Fund Your Retirement platform in Investing for Dividend Growth (October 2022)
Thought leadership and other investment commentary: I can provide investment commentary for commercial clients on request. Please get in touch for more details.