Experience

Premier Miton Investors

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Fund Manager

  • Nov 2020 - Present

  Lead manager on UK Income funds - Premier Miton Income, Monthly income and Optimum funds Lead manager on UK Income funds - Premier Miton Income, Monthly income and Optimum funds



Newton Investment Management

• United Kingdom
• Investment Management
• 400 - 500 Employee

• Fund Manager

  • Oct 2013 - Nov 2020

  Lead fund manager of BNY Mellon UK Income fund (£1.2bn Oct 2019). Responsible for UK thought leadership, generating new investment ideas, challenging and endorsing in house analyst ideas and portfolio management. Lead fund manager of BNY Mellon UK Income fund (£1.2bn Oct 2019). Responsible for UK thought leadership, generating new investment ideas, challenging and endorsing in house analyst ideas and portfolio management.



Neptune Investment Management

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Fund Manager

  • Oct 2010 - Oct 2013

  Manager of the Neptune UK Higher Income fund (£2.2m). Performed ahead of the IMA Equity and Bond Income sector average since launch. AAA rated by Citywire. Focussed on high yield UK equities and corporate bonds. Sector and stock allocation based on in-house research and own analysis. Worked closely with rising stars Alex Breese, head of UK equities and manager of Neptune’s UK Special Situations fund and Mark Martin, manager of Neptune’s Midcap fund. Regularly proposed ideas for inclusion in range of UK equity portfolios. Show less

• Assistant Fund Manager

  • Nov 2008 - Oct 2013

  Key role in assisting Robin Geffen on the Neptune Income Fund (£1bn), Balanced Fund (£1bn) and Quarterly Income fund (£50m). Central to monitoring stocks and marketing the fund as well as assisting with day to day management. Presented the Income fund and the UK special situations at conferences. Involved in all sales and updates with major investors on the Income fund. Confident as sole speaker. Produced web-conference presentations, quarterly and annual fund reports. Several articles published in professional and retail publications Show less

• Senior Analyst

  • Jul 2007 - Oct 2013

  Detailed knowledge of global utilities and chemicals sectors as head of sector research. Managed a team of three analysts. Four sector reports and twenty company reports produced and presented to the investment team annually. Established skills in stock picking through in-depth analysis of companies.