After a short period in the British Army, Jonathan began his career in finance 26 years ago at Smith & Williamson, although a move to become the fund manager of the Kleinwort Benson North American Fund saw him switch to institutional fund management a few years later. Following this he left to join CCLA, the largest charity focused fund manager in the UK, running North American equities across various mandates, until the desire to leave London saw him switch back to private client work in East Anglia. Jonathan joined JM Finn eight years ago from Gerrard and is a keen skier and follower of rugby, having played extensively when younger.
Many viewed November as a month when the rotation from growth to value took hold. James Godrich explains why he doesn’t feel this is relevant.