Richard joined Goodhart Partners in July 2025 as Portfolio Manager for the Global Smaller Companies strategy. His approach is focused on stocks that can compound at a high rate over the long term and be held for many years. This approach is based on analysis of all companies over the last 40 years that have risen by 500% within any 10-year period. His framework lends itself to companies with wide and sustainable moats, true scalability, high incremental return on capital, strong free cash flow, a unique product / service and a long runway of growth.

Richard began his investment career as an equity analyst at Fidelity in 2005. As one of just 12 analysts chosen to be mentored by Anthony Bolton, in 2012 he assumed management responsibilities for mid- and small-cap pan-European equity portfolios, working alongside veteran small-cap specialist Colin Stone. Over the six years prior to taking on portfolio management responsibilities, Richard was consistently ranked among the firm’s top analysts, out of a pool of approximately 65, with his stock recommendations generating very material outperformance for the firm’s portfolios. From 2018 to 2025 he worked at Capital Group, managing a concentrated portfolio of small- and mid-cap European and North American companies, with analyst research oversight responsibility for a portfolio representing a meaningful portion of a ~$75 billion strategy.