A proven, consistent track record of superior risk adjusted returns.
High conviction active management of a specialised Fund range by an experienced team.
A clearly defined investment process and Fund offering that provides client confidence.
We believe outperformance comes from adhering to a structured and transparent investment process,
centred on our three core investment pillars.
One investment approach across all strategies.
Concentrated equity portfolios of between 35 to 45 companies.
Focus on the long-term with low stock turnover.
James has worked in the financial services industry for over 25 years and specialised in fund management in 2002 and has built up considerable experience in Hibernian Investment Managers (subsequently re-named Aviva Global Investors) and Irish Life Investment Managers. James joined Bloxham as Director of Investment Solutions in 2011 and following the acquisition of Bloxham by Davy in May 2012, James was appointed Director of Distribution and Investment Solution within Davy Asset Management. James has a BSc (Hons) degree in Banking and Finance, is an Associate Member of the Irish Institute of Pensions Management and is a Member of the Chartered Institute for Securities and Investment.
CONTACT
+353 1 641 9470