Category: How we build the wealth shortlist
The Investment Research team
Our Research team has decades of experience and spends thousands of hours each year crunching the numbers.
But when looking at a fund’s performance potential, data can only tell half the story. Our Research team also dig deep into funds’ processes and management team with the goal to unearth what’s really driving performance.
Meet the research team:
Emma is Head of Investment Analysis. She heads up the Research team responsible for selecting funds for the Wealth Shortlist and providing analysis across funds and investment trusts for HL clients. Emma votes on proposals across all sectors.
She also leads the Senior Research Team, which reviews the Shortlist funds against parameters designed to flag potential risks to clients.
Emma joined HL in April 2019 from Morningstar where she provided investment news, views and analysis to investors across the UK, Australia, Canada and India. Prior to joining Morningstar in July 2013 Emma spent six years as a financial journalist at the Daily and Sunday Telegraph.
Mark joined HL as Head of Research in 1998.
He started his career in financial services in 1983 working as an adviser helping individual clients to invest their money.
Mark has the knowledge and experience that can only be gained from living through multiple market cycles. He’s invested through the 1980s recession, the Gulf War, dotcom crash, the market fallout from the devastating events of 9/11 and the global financial crisis of 2008. He works closely with the Research team to share this experience and his insights. Mark holds a BA Honours degree in Law.
Kate is responsible for the Asian, emerging markets and European sectors. As a member of the Senior Research Team she also provides oversight and challenge to fund selection across all sectors on the Wealth Shortlist. She’s also involved in compiling investment portfolios for HL's advisory team.
Kate has eleven years' experience in financial services and joined our investment research team in 2011. She has a first-class degree in Business Studies and completed the Investment Management Certificate.
Dominic joined HL in June 2014 after studying economics at university. He’s part of the team responsible for analysing and proposing funds for the Wealth Shortlist and writing analysis for HL clients. He’s responsible for the Responsible Investment, UK Growth, Japan, and Specialist sectors.
He’s passionate about ESG and sustainability, and enjoys learning from fund managers and other industry experts who are dedicated to making the world a cleaner, greener place and passing that knowledge on to our clients. Dominic holds the Investment Management Certificate.
Jonathon joined HL in 2016 and is responsible for the Global, UK Small & Mid-Sized Companies and several mixed asset sectors within the HL Research team. He’s particularly keen to champion the benefits of investing in often overlooked mid-and-small-cap companies. Jonathon is particularly skilled at utilising data to uncover investment anomalies and is always digging deep to reveal new insights into different sectors and markets to share with clients.
Jonathon holds the Investment Management Certificate, the Diploma in Regulated Financial Planning and is a CFA Level 2 candidate.
Joseph joined HL in 2017 as part of our graduate scheme, before joining the Research team in August 2019. He is part of the team that analyses and selects funds for the Wealth Shortlist. His sector responsibilities are Bonds and North America equities, as well as technology funds.
He has a keen interest in global economics and how issues such as fiscal and monetary policy can impact our clients’ investments. Joseph holds the Diploma in Regulated Financial Planning, the Investment Management Certificate and is currently undertaking the CFA programme.