piworld 2020 round up of the year: John Rosier
John called the market to perfection, when we spoke to him back in April 2020. He outlines how it’s played out for him throughout the rest of the year, what went well, what went less well, and what he’s most bullish about for 2021. A sanguine thought, if he’d have done nothing this year, he’d be slightly better off than now, after all the work he’s put in.
Performance ytd +16.5% – 00:49
What’s gone very well this year: Sylvania Platinum (SLP) – 05:19
SigmaRoc (SRC) – 07:57
What didn’t go so well? Selling too soon – 09:12
Which holding are you most bullish about for 2021? De L Rue (DLAR) – 13:22
Where to find John – 16:50
About John Rosier
In June 1984, John left university with a degree in Zoology and started work in The City of London. He enjoyed the first 14 years of his career at Fleming Investment Management, initially as an analyst and then as a UK portfolio manager; in 1997 he was appointed Head of UK Equities. He was a director at Henderson Global Investors from 1998 until 2004, before moving to the West End and working for two hedge funds. John’s investment career at Flemings and Henderson was focused on managing UK equity portfolios for corporate and local authority final salary defined benefit pension schemes as well as the reserve fund for the NSPCC. During 2009 John left full time employment since when he has been managing his own portfolio.
John can be found at www.JohnsInvestmentChronicle.com