Joseph Stephens

Portfolio Manager | Global

Responsibilities

Joseph is co-Portfolio Manager on the Global Quality Mid Cap strategy and a senior investment analyst on the Global Equity Income and Global Innovators strategies.

Guinness Global Quality Mid Cap WS Guinness Global Quality Mid Cap

Background

After joining Guinness in 2018 as an analyst, Joseph was appointed as Portfolio Manager in 2020. He is a CFA Charterholder and has passed the CFA Certificate in ESG Investing.

He has a Master’s degree in Mathematics from the University of Bath and a Master’s degree in Investment Management from Henley Business School.

Latest Insights by Joseph

Equity Income

Rising S&P 500 concentration was rational - but mega-cap earnings dominance is now fading

By Dr Ian Mortimer & 6 others

July 6, 2026 | 12 min read

DISCOVER GUINNESS GLOBAL INVESTORS

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An asset management firm focused on disciplined investing and long-term value creation.