James Miller

James Miller is a portfolio manager with professional experience spanning investment management, strategic asset allocation and international banking, with a particular focus on European Union (EU) equity markets. After graduating from Boston University, he began his career with an internship at PNC, gaining early experience in financial markets and institutional finance. He later moved to London and joined HSBC, where he developed broader exposure to European markets, international banking and institutional capital flows. He subsequently continued his career in Switzerland, moving into portfolio management and asset allocation with a focus on alternative investments (investments outside traditional stocks and bonds) and portfolio diversification. His investment work combines fundamental company research with analysis of valuation, market cycles and broader economic conditions.

A disciplined approach to portfolio construction and trading contributed to a 27% reduction in average portfolio turnover, reflecting a focus on maintaining conviction in long-term investment positions while limiting unnecessary portfolio changes. His current work focuses on European Union (EU) markets, where he evaluates investment opportunities across sectors and asset classes and considers their contribution to overall portfolio objectives, risk and long-term capital growth. His approach combines fundamental research, valuation, portfolio construction, risk management and long-term capital allocation, with experience across US, UK, Swiss and EU financial markets and traditional and alternative investment strategies.