Jonathan Wallis explains the firm’s research methodology

Jonathan, Director of Research at Allenbridge, explains the firm’s research methodology and how we succeed in producing consistent “Alpha” (above average performance) for our clients. Jonathan qualified as an actuary, having graduated in Mathematical Statistics from Birmingham University. He began career in the investment department of Britannic Assurance, which he left to become general manager of a Friendly Society, before moving into private client investment management. He spent a number of years as Investment Director of Minet Consultancy Services Ltd before becoming a director of Investment Research of Cambridge. He has wide-ranging experience of investment markets and is a Member of the Society of Technical Analysts.