Investment Team

Dr Sandy Nairn was the lead portfolio manager of the Global Opportunities Trust plc from its launch in 2003. Since the Company became self-managed in 2022, he has been the Company’s Executive Director with responsibility for the management of the Company’s portfolio. He is an experienced professional investor who has won multiple performance awards for the management of global equity portfolios and is also the author of three original books about investment.

Sandy was a founder and CEO of the independent investment boutique Edinburgh Partners established in 2003. The business was subsequently sold to Franklin Templeton Investments in 2018, and he served there as chairman of the Templeton Global Equity Group until July 2022.

Before founding Edinburgh Partners, he was chief investment officer of Scottish Widows Investment Partnership, from 2000 to 2003, and executive vice president and director of Global Equity Research at Templeton Investment Management, from 1990 to 2000. Before joining Templeton Investment Management, Sandy spent four years at Murray Johnstone as a portfolio manager and research analyst. Prior to this he was an economist at the Scottish Development Agency.

In 2001 Sandy published his first book, Engines that Move Markets: Technology Investing from Railroads to the Internet and Beyond, a history of past and present technology bubbles with an updated second edition published in 2018.  In 2012 he co-authored, with Jonathan Davis, Templeton’s Way With Money, an in-depth analysis of the ideas and methods of the legendary investor Sir John Templeton.

His most recent book, published in 2021, is The End of the Everything Bubble: Why $75 trillion of investor wealth is in mortal jeopardy, which presciently warned investors about an imminent severe decline in both stock and bond markets, something that duly occurred in 2022. You can find out more about his books from his author website (https://sandy-nairn.com).

Sandy Nairn graduated from the University of Strathclyde in 1982 and in 1985 was awarded a PhD in Economics from the University of Strathclyde/Scottish Business School and has been a CFA charterholder since 1992. In 2020 he was elected a Fellow of the Royal Society of Edinburgh. He is a significant personal shareholder in the Global Opportunities Trust.

The Company benefits from a strategic partnership with Goodhart Partners, an independent global equity boutique with a commitment to agile investing. This gives the Company access to substantial research and portfolio management resources and expertise that are entirely aligned with the investment objectives of the Global Opportunities Trust.

Please visit Goodhart’s website here for further information on the team that supports the management of the Company.