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.
While away on an Australian retreat, Bruce asked ex-fund manager and private investor Jamie Ward to manage his weekly commentary for the upcoming weeks. Jamie takes a look into Diego DGE, Beazley BEZ and The Works WRKS. Markets had a poor end to an otherwise rather uneventful week. This resulted in equity markets being down
Jamie Ward returns with his last article for ShareScope to discuss risk and complacency in the market and suggests that the past few years might not be an adequate guide for the future. Markets always go up… Since the Great Financial Crisis (GFC) in 2008, there has been a received wisdom to always ‘buy the
The task of investors is to find businesses that have created value, have a good chance of doing so in the future and are run by honest actors. This task is complicated by certain sectors where businesses don’t ‘look’ like most businesses. Jamie Ward returns with a look at Insurance through the lens of one