Stephen started his investment management career at Greig Middleton in 1983 following a brief foray into tea broking, after which he moved to Quilter Goodison.
In 1987, he moved to Laurence Keen, which was acquired by Rathbones, where he stayed, latterly as an investment director, until he joined JM Finn in 2020.
Stephen manages portfolios predominantly on behalf of private clients via pensions and trusts as well as looking after some charities.
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.