Shan Patel Investment Support Analyst
Phone 0208 144 8370 Email

Shan has an undergraduate degree in Mathematics and Management from the University of Nottingham and spends most of his free time playing cricket for his local club or at the gym.

Active or passive?

Active. Although passive solutions have their place in many portfolios, in my eyes there is no doubting the value that a good active strategy can add. The best managers have demonstrated their ability to outperform the market over the long term, generating alpha while mitigating risks that are unavoidable through passive investing.

Who is your favourite fund manager?

James Anderson. It’s hard to argue with the returns he has achieved. His high conviction, long term approach to investing is admirable and the performance of his funds are testament to his philosophy and stock-picking ability. I will be very interested to see how successors at Baillie Gifford fare post his retirement.

What sector do you find the most interesting?

The Smaller Companies sectors have always captured my interest. Fewer eyeballs and more choice than the larger sectors leave many attractively priced opportunities. The balance between success and failure for these firms can be so fine which is why it intrigues me to see how stock-pickers navigate the market and manage the risk associated with investing in less established companies.

Which famous person would you most like to swap places with for the day?

Cristiano Ronaldo. It would be remarkable to get an insight into what it takes to be one of the world’s greatest sportsman. His desire to win is truly exceptional and I would love to know what drives someone to keep competing at the elite level when they have already achieved so much. Being able to show what you can do under the bright lights with the pressure of millions watching would also be very special!

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