Fund manager diary: Joseph Stephens
Summary
The piece follows Joseph Stephens, co-manager of the Guinness Global Quality Mid Cap fund, through a week of portfolio work and investor engagement. He discusses building a proprietary research platform, screening new investment ideas, and managing portfolio risk amid volatile markets. He also highlights investor outreach through a conference in Southampton and notes strong interest in mid-cap exposure to AI capex themes. The diary closes with personal milestones, including his wedding and weekend training, which reinforce the informal profile format.
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