global financial crisis

Focus on well-managed companies with strong balance sheets

Joined Cheviot Asset Management in 2007

Extensive career

£2.1bn trust has less than 10% in the UK

As Americans enjoy a Thanksgiving breather, the stockmarket offers plenty to be grateful for.

Investors recognise benefit of asset class

Fewer firms than in 2010

MSCI China index has returned 500% since 2004

QE has been ‘absolutely critical’