Gary Channon co-founded Phoenix in 1998 and has been the Chief Investment Officer since inception.
Using the same strategy applied to the Phoenix UK Fund, Gary also manages additional segregated accounts for institutional clients.
Gary brings over 29 years of business and financial services experience. His career began in Fixed Income Trading at Nikko Securities Europe in 1987. He joined Goldman Sachs in 1989, working in Global Equity Derivative Products Trading. In 1992, Gary joined Nomura International PLC as Head of Equity Derivative Trading. He remained at Nomura International as Co-Head of Equity and Equity Derivatives Trading until moving on to co-found Phoenix.
Gary’s investment approach at Phoenix is long-term, value-based and focused. He looks out for businesses run by competent, honest managers, who act in the interest of shareholders. Ideal companies have strong pricing power to generate an enduring high return on capital. Gary identifies great companies with good management, and waits for the opportunity to invest in them at attractive prices.
He lives and works in Barnes, South West London.
Roger joined Phoenix as Non-Executive Chairman in 2009.
He brings over 24 years of business and financial services experience. After graduating from Reading University with a BSc. in Surveying, Roger worked at Nikko Securities Europe in their Fixed Income Division. He moved on to work in and grow a food distribution business for 12 years, ultimately becoming the business owner before exiting the business by way of a trade sale to an international food distribution business.
Roger has founded a number of property-related businesses which he continues to grow alongside developing interests in a number of early stage businesses. He joined the board of Goshawk PLC as a non-executive director on behalf of Phoenix in 2007. The business was acquired in 2008.
Away from Phoenix, Roger competes in Ironman triathlons at international level.
Charlotte has been with Phoenix for 16 years and is Deputy Portfolio Manager and Managing Director. She spends most of her time on research. Her areas of expertise include FMCG (both national and multinational companies), Engineering and Banking.
Before joining Phoenix, Charlotte worked in Investment Management at Ernst & Young LLP, where she passed the ACA Chartered Accountancy exams. She holds a Masters in Mechanical Engineering. Charlotte also studied Manufacture & Management at the University of Birmingham and the University of Illinois and spent two years working in Industry at Alvis Aerospace and Procter & Gamble.
When her two young kids aren’t keeping her busy, Charlotte enjoys tennis, cycling and travelling.
Steve joined Phoenix as a Director in 2004. He is responsible for Business Development, Compliance & Operations and Investor Relations.
Steve has worked in financial services for over 27 years, beginning at Nomura International in the Operations and Equity Divisions in London and Hong Kong. He was appointed Co-Head of the Equity and Equity Derivatives Trading teams in 1998.
Steve initially combined his role at Phoenix with managing new and existing private company investments at Channon & Co, a private investment company owned by Gary Channon.
Steve holds a BSc. in Managerial and Business Studies from Aston University.
His main loves are cycling, skiing, rugby and Sunderland football club.
Tristan joined Phoenix in 2001. He is a Director of the company and Research Analyst. Tristan’s expertise includes Housebuilding, Builder’s Merchants, Hobby Retail, Online Gaming and Business Services.
He co-ordinates the research process at Phoenix, specialising in scuttlebutt (primary research using a range of sources).
Tristan studied War Studies at King's College, London.
He is a non-executive Director of the Aurora Investment Trust.
Travelling, food, cinema, reading and running keep Tristan occupied outside of Phoenix.
James joined Phoenix in 2013. He is a Research Analyst and his current areas of expertise are Grocery Retail, Sports Retail and Food & Beverage.
Before Phoenix, James spent three years at Aviva Investors in the Pan-European equity team. He specialised in Technology, Media, Telecoms, Construction and Tobacco.
James has passed all three levels of the CFA program and holds an M.Eng (Hons.) degree in Civil Engineering from the University of Durham.
Outside of work James enjoys running, cycling, reading and is a cat enthusiast.
Freddie joined Phoenix in 2016 as a Junior Analyst. After graduating from the University of Manchester with a BA (Hons) in Business Studies and Economics, Freddie worked at Rapha, initially as an Assistant Financial Accountant before moving into a role as a Process Improvement Analyst, reporting to the Head of Finance and Chief Operating Officer on business efficiency.
Outside of work Freddie enjoys surfing, tennis and cycling.
Graham graduated from Bath University with a BSc (Hons.) degree in Business Administration. During his time at University he completed internships with Fidelity, Principal Investment Management and Motorola Finance as well as passing the IMC exam.
In 2005 he joined Aviva Investors on the graduate scheme, and then became a UK Equity Analyst. Having passed all three levels of the CFA exam, he became a UK Equity Fund Manager in 2008 and later also managed European funds before joining Rothschild Wealth Management in 2013 as a Senior Equity Analyst. There he helped shape and implement the equity research process, investing on a geographically unconstrained basis.
He enjoys running, supports Colchester United and has a particular interest in behavioural economics.
Gary joined the team in September 2017, and having been an investor since the outset, has always been familiar with the principles and workings of Phoenix.
He now brings his extensive knowledge of the fixed income markets to the Company, with the aim of looking at opportunities from a debt perspective, for the Company’s investments in equities and handling the cash liquidity requirements for the Funds. Gary has worked for numerous International Banks and Brokerage houses over a 30-year career, in products spanning the full range of Fixed Income Government bonds to the many complex products of the Credit and structured markets. This enables him to focus on many parts of the debt market, on behalf of the team.
Away from Phoenix, Gary is very keen on his sport, with particular interest in Cricket, Rugby, Golf and Skiing. Also, more recently actively participating in some cycling events, and proud to have ridden on a number of fundraising events for the Halow Charity Project.
Ben has a BA Honours degree in Business and Management. After leaving University, he joined a small café chain with three locations where he helped manage and improve business efficiency. Following this, Ben moved into business analyst role with an online wedding list solutions provider, which involved work across all areas of the business, ultimately helping to improve efficiency during a time of significant growth.
In his spare time, Ben enjoys reading, films & TV, poker and caffeine.
Dan graduated from the University of Bath with a BSc (Hons) in Economics. During his time as a student, Dan completed multiple internships within the investment management industry.
Following his graduation in 2018, Dan joined Phoenix as a Junior Analyst.
Dan supports West Ham United FC, and outside of work enjoys reading and playing table tennis.
Shelley joined Phoenix in July 2017 as Head of Compliance and is thus responsible for ensuring the firms’ compliance with all relevant regulatory requirements, predominantly those emanating from the FCA and the SEC.
Before Phoenix, Shelley held compliance positions at firms including Schroders, Legg Mason and Prudential, focussing on the creation, management and distribution of investment products.
Shelley holds the CISI Diploma in Investment Compliance, the Graduate Diploma in Law from BPP and studied Politics at the University of Warwick.
Outside of work, Shelley enjoys going to the theatre, cooking and long walks with her family and dog.
Gina joined the team in 2015 to focus on investor relations and client service.
She has over 14 years’ experience in the financial markets space. Most recently, Gina worked in investor relations concentrating on the EMEA region for an emerging markets-focused private equity firm. She has spent time working in both London and South Africa for smaller private equity funds, and within a global asset management firm, in both investor relations and operational support roles.
Gina holds a Bachelor of Arts degree.
Outside of work, Gina enjoys reading, the performing arts, travel and the outdoors.
Carl joined Phoenix in 2015 and oversees Operations.
He started his career in financial services in South Africa as an Operations Manager. In 2011, Carl took up a role as an Operations Analyst for a small start-up fund in London, where he was swiftly promoted to head up Operations.
Carl holds a B.Comm degree in Business Finance and Business Management as well as a post-graduate diploma in Finance, Banking and Investment Management.
A newlywed, Carl enjoys church community life and is a big sports fan, with interests in cricket, rugby, running and Arsenal FC.
Lorraine joined Phoenix in early 2016.
Lorraine has over twelve years’ experience working in the finance industry. This includes working in the fund accounting and investment accounting sector for large banks in Dublin and London. She also worked as a client operations manager for a software vendor and has been involved in multiple accounting software implementation projects.
Lorraine holds a Bachelor (Hons) degree in Economics, from University College Dublin.
Away from work, Lorraine enjoys running, tag rugby, travelling and lots of coffee.
Akos joined Phoenix as an Operations and Investor Relations Analyst in 2018. Akos has four years’ experience working as a Risk Production Analyst for a London-based Hedge Fund. There, his main focus was around Regulatory Reporting, but he was also key in implementing projects aimed at reducing complexities within business workflows. He previously worked in an Accounts role for two years where he gained good exposure to accounting principles and standards. Akos holds a Bachelor (Hons) degree in Business Studies as well as a post-graduate certificate in Finance.
Outside of work he enjoys painting and a healthy lifestyle.