About
Investment thinking, built for the people who serve clients.
Portfolio Thinking sits at the nexus of investment research, behavioral science, and AI. We help wealth managers and advice firms deliver institutional-grade propositions — without the overhead of an in-house investment team.
We believe great investing matters.
We also believe great communication matters. The best portfolio in the world fails if clients can't hold it through volatility. So we build investment propositions and the language to support them — clear, evidence-led, and behaviorally aware.
Founders
Meet the people behind Portfolio Thinking.
Dan Kemp
Dan is an investment leader with over twenty-five years of experience. As Chief Research & Investment Officer at Morningstar, he oversaw approximately $350 billion in assets, leading global teams across Equity Research, Manager Research, Portfolio Management and Behavioral Science.
A theologian by training and an investor by trade, Dan combines analytical rigour with a deep understanding of human nature. From advising individuals on their savings to managing complex retirement solutions, his mission has remained consistent: to help investors reach their goals through transparency, stewardship, and evidence-based decision making.
Read Dan's research on Substack →
Neil Brown
Neil is a Sales Leader with 28 years of industry experience. He spent over 20 years at M&G Investments, beginning as a Product Specialist on the acclaimed Fixed Income team. He subsequently led M&G's Discretionary/Wealth channels in the UK, South Africa, and the Middle East before taking responsibility for UK Distribution across Adviser, Wealth, and Institutional. He joined Allianz Global Investors in 2019, again serving as Head of UK Distribution.
Throughout his career, Neil has worked with financial advisers, wealth managers, and end investors. He understands the importance of positive customer outcomes and delivering complex investment messages in digestible formats. He has an unfortunate habit of trying to weave mentions of his beloved Leicester City into almost any conversation.
Our philosophy
Three shifts.
- 01From Prediction to Preparation
- We cannot forecast the future, but we can construct portfolios designed to weather it.
- 02From Speculation to Valuation
- The price paid is the ultimate determinant of long-term returns.
- 03From Reaction to Process
- The behavior gap is the greatest threat to wealth; managing our own psychology through a clear process is the greatest opportunity.
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