Charles Jones

Charles Jones, CFA, is a prominent Global Equity Fund Manager at Waverton Investment Management. He has a robust background in finance and investment management, with significant experience in managing global equity portfolios.

Professional Background

• Current Role: As of November 2021, Charles serves as the Global Equity Fund Manager for the Waverton Strategic Equity Fund and is also the assistant fund manager for the Waverton Global Equity Fund. His responsibilities include managing a substantial portfolio of approximately £1.1 billion, focusing on direct equities and maintaining a target benchmark tracking error of less than 3%.12

• Previous Experience: Charles joined Waverton in April 2014 as a Global Equity Analyst, where he conducted comprehensive stock analyses across various sectors and regions. He transitioned to managing roles, overseeing both the Waverton Global Equity Fund and the Waverton Strategic Equity Fund during his tenure.14 Before his time at Waverton, he worked as a Business Development Consultant at ECP Solutions Limited from 2009 to 2014.1

• Recent Transition: In July 2023, he co-founded Ptarmigan Capital Ltd, where he currently serves as Chief Investment Officer. His role involves overseeing investment processes and strategies while continuing to leverage his extensive experience in equity management from his previous roles at Waverton.3

Education and Certifications

• Academic Background: Charles holds a Master of Engineering (MEng) degree in Aeronautical Engineering from the University of Durham, graduating with first-class honors in 2013.14

• Professional Certifications: He is a Chartered Financial Analyst (CFA) charterholder and has completed the Investment Management Certificate (IMC), demonstrating his expertise and commitment to high standards in investment management.13

Skills and Contributions

Charles is recognized for his analytical skills and ability to construct portfolios that align with client investment objectives. He has been instrumental in developing proprietary investment research tools and methodologies that enhance stock selection processes within his teams.13

In summary, Charles Jones combines a strong educational foundation with extensive practical experience in global equity management, making him a key figure in the investment community.