E271 - Joe Kaye Catch Up
From The Investor Way by The Investor Way
April 7, 2026 · 45 min · Season 1 · Episode 271
About this episode
In this episode, Joe Kaye discusses his fund's performance and the intersection of his roles as a financial advisor and fund manager.
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.
People in this episode
Guest: Joe Kaye
Topics covered
- investment performance
- financial advising
- actuarial science
- AI in finance
- fund management
Keywords
- actuary
- investor
- fund returns
- financial advice
- AI in investing
Mentioned in this episode
Organizations: Jeremy Kaye Portfolio Management
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