Tag: funds

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Clarion Investment Diary for March 2021

Minutes of the Clarion Investment Committee held at 1pm on 11th March 2021 by video link. Committee Members in attendance: Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion Ron […]

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Category: Investment management

Clarion Investment Diary for February 2021

Minutes of the Clarion Investment Committee held at 1pm on 11th February 2021 by Video Link. Committee Members in attendance: Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion *Apologies […]

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Category: Investment management

Clarion Investment Diary for January 2021

Minutes of the Clarion Investment Committee held at 1pm on 14th January 2021 by Video Link. Committee members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]

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Category: Investment management

Clarion Investment Diary – December 2020

Minutes of the Clarion Investment Committee held at 1pm on 10th December 2020 by Video Link. Committee Members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion *Apologies […]

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Category: Investment management

Clarion Investment Diary – November 2020

Minutes of the Clarion Investment Committee held at 1pm on 19th November 2020 by video link. Committee Members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion *Apologies […]

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Category: Investment management

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Clarion Investment Diary – October 2020

Minutes of the Clarion Investment Committee held at 1pm on 15th October 2020 by video link. Committee Members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]

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Category: Investment management

Meet Sam Petts: chairman of the Clarion Investment Committee

Meet Sam Petts, one of our financial planners, who also holds the important role as chairman of the Clarion Investment Committee. Sam has been an active member on the committee for a few years now but became the chairman earlier this year. Here he tells us about the role of chairman on the committee and […]

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Category: Investment management

Clarion Investment Committee diary July 2020

Minutes of the Clarion Investment Committee held at 2pm on  July 16, 2020 by video link. Committee Members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]

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Category: Investment management

Clarion Investment Committee minutes May 2020

Minutes of the Clarion Investment Committee held at 2pm on 21st May 2020 by video link. Committee members in attendance: –  Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Apologies received from both […]

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Category: Financial Planning, Investment management