Russell joined Goodhart in January 2025 from Premier Miton, where he was a portfolio manager on the award-winning European Opportunities Fund. Prior to this he was a Partner and Team Leader of Redwheel’s European equity team. He began his career at Fidelity in 2005 before moving to Pensato Capital, where he was a Partner and Portfolio Manager. Pensato was acquired by Redwheel in 2017.

Russell has a MEng (Hons) in Aerospace Engineering from Southampton University and an MBA from Dartmouth College.

Russell’s investment process focuses on developing a deep understanding of the long term operating prospects for businesses. He looks for companies with the potential to scale significantly and disrupt. He is particularly attracted to businesses with high operating leverage operating in areas with strong barriers to entry that shield them from competition. With his engineering background, Russell is deeply intrigued by the products and services of the companies he invests in, carefully analysing what differentiates their offerings and evaluating potential threats from new market entrants. Having founded, scaled, and successfully exited technology businesses in the past, he brings a business owner’s perspective to his investment approach.