Jamie is a highly-regarded equity analyst and fund manager. He began his career in investment management running the research process for equities for private clients and IHT portfolios. He moved over to portfolio management in 2013 and has managed hedge funds and long-only equity funds, including a seven-year stint as the manager of the then-highly-rated Oriel UK Fund. He then moved over to management when he became head of investments at a major investment platform. He now writes for publications and consults on equity investment throughout the UK.
Jamie recognises that different styles are important for different situations and has a pragmatic approach to company analysis and portfolio management. He manages his own portfolios and tweets occasionally at @jamiecdubya.
Stepping in for Bruce this week, Jamie Ward looks at the ever-shrinking London Stock Exchange as well as a couple of sources of possible further
Stepping in for Bruce this week, Jamie Ward looks at effect of Claude AI on SaaS businesses and wonders whether the banking industry can give
This week, investment professional, Jamie Ward discusses the ways in which private investors are at an advantage to professional investors. He then describes practical steps
This week, Jamie Ward rewatched an old interview with an investor whose style might be considered rogue in today’s professional investment landscape. He believes that
This week, Jamie talks about how the phrase ‘quality investing’ has been distorted and why complacency in investing can be really bad for your returns.
This week, Jamie talks about the narrow education professional investors receive and why it is important to keep learning. He then discusses why you can
This week, a podcast that Jamie listened to inspired a little research project, which reiterated an important lesson in investment. He asks what makes a
This week Jamie returns to a topic mentioned late last year; the use of Google Trends to get a sense of how sections of the
This week, Jamie discusses a solution to using return on capital employed when the capital employed part of the equation is missing. He does so
This week, Jamie talks about two types of equity investment those which should be held with the intention of an indefinite horizon and those that
Jamie Ward takes over this week’s Weekly Market Commentary. Companies covered: SDY & SDRY. After a prolonged period of unpredictable economic data, most of the
This week, Jamie Ward briefly talks about the latest update from Dewhurst. He then demonstrates that markets are frequently not efficient by reviewing the performance
