James has approximately 20 years experience in financial markets. Between 2008 and 2012, James was Portfolio Manager of the Investec Australian Equity Fund and a member of the fund’s investment committee alongside Geoff Levy. Over this period the fund increased 26.1%, compared with the S&P/ASX 300 Accumulation Index (fund’s benchmark), which declined by 7.2%. Whilst at Investec Bank (Australia) Limited and prior to inception of the Investec Australian Equity Fund, James and Geoff developed a highly successful investment process generating outstanding returns in listed equities in the Direct Investments division of Investec Bank (Australia) Limited.
Prior to the inception of the Wentworth Williamson Fund, James worked from April 2012 until August 2013 for Allan Gray Australia Pty Ltd, one of Australia’s largest value fund managers.
Prior to joining Investec Bank (Australia) Limited, James headed a sector research team at Société Générale London. He was recognised as a leading independently rated Pan European equity research analyst, including one of the few analysts to be rated in the top 10 in a major Pan European sector in the first year of full coverage. Prior to this, James headed a sector research team at Société Générale based in Johannesburg.
James has a Bachelor of Commerce, a Graduate Diploma of the Securities Institute of Australia and is a Senior Associate of FINSIA.