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Jamie Sam Oz Kirkpatrick
Portfolio Manager-Equities at
Evelyn Partners Investment Management LLP
Profile
Mr. Jamie S.
Kirkpatrick is a Partner at Evelyn Partners Investment Management LLP.
He joined the firm in 2012.
He manages portfolios for a wide range of private clients, trusts and charities while also assisting in the administration and management of investment portfolios for some well-known Bristol charities.
He received his undergraduate degree from The University of Exeter.
Jamie Sam Oz Kirkpatrick active positions
| Companies | Position | Start |
|---|---|---|
Evelyn Partners Investment Management LLP
 Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Portfolio Manager-Equities | 2011-12-31 |
Training of Jamie Sam Oz Kirkpatrick
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
80
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Finance |
The University of Exeter
 The University of Exeter Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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