ABOUT ME

With over 30 years of experience in financial markets, my approach has been shaped by continuous self-education, study, and real-world application across multiple market cycles.

​

Over time, this process led me to develop a clearly defined trading and investing framework that aligns with my personality and decision-making style. I have a complete understanding of the logic behind the strategy and its relationship with probability over the medium to long term, which is critical for consistency.

​

Drawing on the work of past market greats alongside my own experience, I believe the most robust approach comes from combining fundamental and technical analysis. Too many market participants operate exclusively in one camp or the other; the real edge comes from using both in harmony.

​

The sweet spot, in my view, is the alignment of weekly chart technicals with key fundamental drivers of a business. To support this process, we’ve developed proprietary software that helps systematically identify and filter the types of trade setups I take, removing much of the subjectivity and emotional noise from decision-making.

​

Risk/reward sits at the core of everything. Consistently cutting losses short while allowing winners the time and space to develop sounds simple, but in practice it’s where most traders struggle, not due to a lack of knowledge, but a lack of discipline.

​

Equally important are money management and trading psychology. These are often underestimated, yet they are essential before considering trading as a full-time pursuit. When these elements finally align, the process becomes repeatable and the rewards can be meaningful.

​

I hold an MBA in Business, which helps when analysing fundamental metrics, but it has never been the defining factor in my results, and it is certainly not a prerequisite for success in the markets.

​

Please feel free to contribute, share perspectives, and ask questions within the group.