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Neil Wilkinson

Portfolio Manager

Neil joined Goodhart in 2023 as the lead manager for the European Discovery strategy.

He started his career in 1996 as an analyst at Cazenove & Co. Since then he has worked as an equity portfolio manager, primarily covering the European small cap market, at AIGGIC, Hermes Fund Managers and RLAM. More recently he was a partner an award-winning London based alternative asset manager with a focus on Pan European small and mid-cap equities.

Neil graduated from Durham University with a degree in economics and is a CFA charterholder.

Neil principally invests in companies that can demonstrate predictable revenue streams and stable/consistent margins.  A quality/value investment style underpins his approach which is based on in-depth fundamental analysis and active management. His preference for low leverage and consistent cashflow generation, coupled with a conservative valuation approach that focuses on achieving a significant margin of safety, leads to sustainable, predictable returns in aggregate which compound over time.  As a result, his strategy has shown itself to be extremely resilient during market falls.

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