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Based in Henley-on-Thames, Stephen is lead manager for Invesco Perpetual’s global opportunities strategy. He specialises in managing concentrated global equity portfolios.
Stephen has been a key part of the idea generation and stock selection process in global equity portfolios since 2009. He took over responsibility for the global opportunities strategy on 1 January 2013. Stephen began his investment career with Invesco Perpetual’s UK Equities team, joining the company in July 2002 as a trainee analyst. Having come through the investment team ranks, Stephen started managing UK equity portfolios in September 2004 and took on management of his first UK fund in 2008, before moving to the global equities team at the end of 2012.
Stephen holds a BSc in Economics, the Securities Institute Diploma, the Investment Management Certificate from the CFA Society of the UK and has studied Corporate Finance at The London Business School.
|Job title||Fund Manager|
|In group||14 Years|
|Team||Invesco Perpetual - Global Equities|