The Investor Way

E271 - Joe Kaye Catch Up

The Investor Way

Show Notes

Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has continued working as a director and financial advisor at Jeremy Kaye Portfolio Management, as well as this he continues to run his fund. The fund has generated over 50% returns in each of the previous two years.

We catch up on his fund performance, work as a financial advisor, the interaction between the two, his screening process, and the use of AI in his industry. Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.

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