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Ian Mortimer is a seasoned portfolio manager with 17 years of experience in equities, mutual funds, and asset management. He holds a Doctor of Philosophy (Ph.D.) in Physics from the University of Oxford and a Chartered Financial Analyst (CFA) certification. Previously, he worked as a Portfolio Manager at Guinness Global Investors, managing funds such as the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund. With expertise in financial modeling, valuation, and due diligence, Ian has a strong background in investments and alternative investments. He is also skilled in Bloomberg and has a strong understanding of the financial industry.

Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Aug, 2012
    - Apr, 2026

Experience

  • Guinness Global Investors
    • London Area, United Kingdom
    • Portfolio Manager
      • Dec 2006 - Present
      • London Area, United Kingdom

      Funds managed:Guinness Global Equity Income FundGuinness Global Innovators Fund

Education

  • 2003 - 2006
    University of Oxford
    Doctor of Philosophy (Ph.D.), Physics
  • 1999 - 2003
    University College London, U. of London
    MSci, Physics

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Industry Focus. “Investment Management”

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