Areas of expertise
UK equity fund manager.
Mark moved to Smith & Williamson in 2005 along with his co-fund managers Mark Boucher and Rupert Fleming to set up the Smith & Williamson Enterprise Fund. The three had previously been at Leopold Joseph working on UK funds including a long/short fund, with Mark joining the firm in 2001.
His main roles at Smith & Williamson include generation of investment ideas, fundamental stock analysis, portfolio construction and fund marketing.
Mark is part of the four-person team managing Smith & Williamson’s UK institutional funds, Enterprise Fund (long/short), UK Growth Fund and UK Income Fund.
- Launched Smith & Williamson Enterprise Fund in 2006.
- Built a solid absolute return track record.
- Grown fund AUM from £6m at launch to over £100m today.
BEng (Hons) in electronic engineering and a Member of the Chartered Institute for Securities & Investment (CISI).