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Investment team

Gary Channon

Partner

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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 pension fund clients. 

Gary brings over 27 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.

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Charlotte Maby

Partner

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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.

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Tristan Chapple

Partner

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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.

Travelling, food, cinema, reading and running keep Tristan occupied outside of Phoenix.

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James Wilson

Partner

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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.

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Graham Shircore

Senior Research Analyst

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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.

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Diana Tan

Research Analyst

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Diana is a part-qualified actuary, with over five years’ experience in the UK life insurance arena. 

She started out as a graduate with Legal & General, assisting in the development of savings and investment products. She moved on to become a consultant (KPMG) and a contractor (Lloyds Banking Group & Phoenix Group), where her repertoire expanded to include pricing, valuation, reserving, capital optimisation and management of with-profit funds. 

Diana studied Mathematics (BSc) at Imperial College London and Actuarial Science (MSc) at Cass Business School.

When she's not practicing her yoga, Diana enjoys swimming, a good horror film and travelling.

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Freddie Martin

Research Analyst

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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.

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Board of Directors

Lord Howard Flight MA, MBA

Non-executive Chairman (Independent)
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Lord Flight has worked for over forty years in the financial services industry, starting his career at Rothschild as an investment adviser. 

He was co-founder and joint managing director of Guinness Flight, formed in 1986 and acquired by Investec Asset Management in 1998, of which he remains a director. 

He is also chairman of CIM Investment Management, Downing Structured Opportunities VCT1 and Flight and Partners and a director of Metro Bank. 

He is a Commissioner of the Guernsey Financial Services Commission and a consultant to Arden Partners and Kinetic Partners. 

Lord Flight was the MP for Arundel and South Downs from 1997-2005, when he served as Shadow Chief Secretary to the Treasury. He was appointed to the House of Lords in 2010 and is a working Conservative peer, focusing mainly on Treasury and EU affairs.

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The Honourable James Nelson

Non- executive director (Independent)
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The Honourable James Nelson is a non-executive director of Syncora Guarantee (UK) Limited. Previously, he was a founding partner of Graphite Capital Management LLP, a director of F&C Management Limited and chairman of the BVCA.

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Richard Martin

Non- executive director (Independent)
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Mr Martin is an adviser to various family groups and is Chairman of F&C Managed Portfolio Trust plc. He was formerly Chairman of the Investment Committee of the National Trust for Scotland.

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David Stevenson

Non-executive director (Independent)
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Mr Stevenson is an investment industry expert and a columnist for the Financial Times and Investment Week. 

He is the author of three main reference books on investing for the Financial Times.

He is currently non-executive director of GLI Alternative Finance.

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Tristan Chapple

Non-executive director
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Mr Chapple is a Director of Phoenix Asset Management Partners. He joined the firm in 2001 as Business Manager, providing support to the firm during a period of growth. 

In 2004 he became a full-time research analyst and in 2010 he became a partner of Phoenix. 

Tristan holds a BA (Honours) War Studies degree from King's College, London

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