As one of the analyst team, myself and a colleague are responsible for stockpicking amongst the Oil & Gas industry; we also manage our specialist Energy fund. I have been a stockpicker for 17 years, starting my career at Fidelity Investments in 1996, before joining Morley Fund Management in 2000 and then moving to Allianz in 2005. My coverage list has included several sectors prior to Oil & Gas but I find this sector endlessly fascinating (I studied Chemical Engineering at university, so at least my degree comes in useful, finally!), and it fits well with my preferences for cashflow and asset-based valuations, and my (conscious) bias towards being a contrarian and a value investor. I’m also very interested in game theory and behavioural finance- how built-in biases can affect investment processes.

Most of my time outside work I spend with my family, but also enjoy clay pigeon shooting, mountain biking, and, like my colleague Matthew Tillett, improving my knowledge of wine through the occasional tasting.

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