Mark is an Investment Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment. Mark joined JM Finn in 2011 and achieved the CISI Diploma in Wealth Management in 2014. Mark now manages a wide range of portfolios for private clients, trusts, companies, personal pensions and charities. He also oversees the Infrastructure and Renewables sector within the firm’s collective investment monitoring process.
Outside of work, Mark is a keen sportsman and enjoys playing football, golf, skiing and spending time on the water, water-skiing and kitesurfing. Mark is also in the process of obtaining a helicopter licence.
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.