James Carr
Investment Analyst

Joined Equilibrium in 2018

I work within the investment team researching and generating investment ideas whilst reviewing and monitoring current holdings. I also engage in weekly fund meeting reviews to discuss macro and sector specific developments.

I thoroughly enjoy looking at investment ideas and current holdings both individually and how they fit together to position the portfolio in accordance with our current objectives and views of the world.

I chose to join Equilibrium as I was impressed with the drive and ambition of the company, exhibited by its rapid growth.

The investment team is well experienced and resourced, and I was also attracted to working for a smaller firm and having more ability to shape client portfolios in accordance with their objectives whilst conducting a great amount of research myself.

Outside of work I’m a big golfer and enjoy cooking.