Client work
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 regularly take part in investing podcasts.
If you are interested in a particular type of writing, please contact me for more information.
Investment publishing credits
Stockopedia
I contribute regularly to Stockopedia's flagship Daily Stock Market Report, providing timely analysis of UK company news.
I also provide regular editorial covering topics including investor education, systematic investing, stock screening and company analysis.
In addition, I have run the Stock in Focus (SIF) model portfolio at Stockopedia since 2016. Between April 2016 and December 2023, SIF generated an average annual return of 10%. You can find an archive of all my past columns here.
I am a regular participant in the weekly Stockopedia Companies & Markets podcast.
Investor's Champion
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).
Other work
Thought leadership and other investment commentary: I can provide investment commentary for commercial clients on request. Please get in touch for more details.