![Stephen Mitchell](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Stephen Mitchell
Chairman at
CT UK HIGH INCOME TRUST PLC
Net worth: 35 695 $ as of 31/08/2026
Profile
Stephen John Mitchell is Chairman at CT UK High Income Trust Plc since 2026 and Trustee at National Trust for Scotland Enterprises Ltd. Former roles include Head-Global Equities Strategy at Jupiter Fund Management Plc, Head of Strategy at Jupiter Asset Management Ltd. from 2015 to 2018, Head of Income & Growth Pool at Caledonia Investments Plc (Investment Management) from 2011 to 2015, Fund Manager at Ocean Dial Asset Management Ltd. from 2011 to 2013, and Head of Equities at JPMorgan Asset Management (UK) Ltd. from 2001 to 2010.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 02/12/2025 | 21,554 ( 0.02% ) | 35 695 $ | 31/08/2026 |
Stephen Mitchell active positions
| Companies | Position | Start |
|---|---|---|
| CT UK HIGH INCOME TRUST PLC | Chairman | 28/07/2026 |
National Trust for Scotland Enterprises Ltd.
 National Trust for Scotland Enterprises Ltd. RestaurantsConsumer Services Owns and operates retail, catering and holiday cottages | Director/Board Member | - |
Former positions of Stephen Mitchell
| Companies | Position | End |
|---|---|---|
Jupiter Asset Management Ltd.
 Jupiter Asset Management Ltd. Investment ManagersFinance JAM is a high conviction active asset manager committed to growth through investment excellence with a focus on delivery of investment outperformance to clients. The firm’s fund managers employ a bottom-up approach to construct portfolios specializing in UK and European equities, global financials and emerging Europe. They complement their core strengths in equity and multi-manager products with multi-asset, fixed income and absolute return offerings. | Head-Equity Investments | 30/06/2018 |
Caledonia Investments Plc (Investment Management)
 Caledonia Investments Plc (Investment Management) Investment ManagersFinance Caledonia Investments-IM aims to grow net assets and dividends paid to shareholders over the long term, whilst managing risk to mitigate volatility of returns. They achieve this by investing in well-managed businesses that combine reasonable growth characteristics with an ability to deliver increasing levels of income. Their investments include listed and private companies, as well as funds across a range of sectors. | Head-Equity Investments | 01/01/2015 |
JPMorgan Asset Management (UK) Ltd.
 JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPAM-UK is an active, long-term manager which seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. Each team has a distinct approach for analyzing their sector; utilizing a combination of fundamental, quantitative and technical inputs to identify buy and sell targets. | Head-Equity Investments | 01/02/2010 |
| JUPITER FUND MANAGEMENT PLC | Corporate Officer/Principal | - |
Ocean Dial Asset Management Ltd.
 Ocean Dial Asset Management Ltd. Investment ManagersFinance ODAM is a bottom-up investor with a business owner’s perspective who seeks to deliver superior absolute returns over the long term. The firm operates in a market with historically strong and consistent earnings growth where volatility has provided regular mispriced entry points. The team identifies a mix of opportunities that can deliver excess returns and such opportunities must be available across market cycles to allow for repeatable outperformance. They must also be scalable to ensure the construction of a diversified portfolio. | Portfolio Manager-Equities | 01/05/2013 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
74
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Jupiter Fund Management Plc
 Jupiter Fund Management Plc Investment Trusts/Mutual FundsMiscellaneous Provides investment management services | Miscellaneous |
CT UK High Income Trust Plc
 CT UK High Income Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
JPMorgan Asset Management (UK) Ltd.
JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPAM-UK is an active, long-term manager which seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. Each team has a distinct approach for analyzing their sector; utilizing a combination of fundamental, quantitative and technical inputs to identify buy and sell targets. | Finance |
Jupiter Asset Management Ltd.
Jupiter Asset Management Ltd. Investment ManagersFinance JAM is a high conviction active asset manager committed to growth through investment excellence with a focus on delivery of investment outperformance to clients. The firm’s fund managers employ a bottom-up approach to construct portfolios specializing in UK and European equities, global financials and emerging Europe. They complement their core strengths in equity and multi-manager products with multi-asset, fixed income and absolute return offerings. | Finance |
Ocean Dial Asset Management Ltd.
Ocean Dial Asset Management Ltd. Investment ManagersFinance ODAM is a bottom-up investor with a business owner’s perspective who seeks to deliver superior absolute returns over the long term. The firm operates in a market with historically strong and consistent earnings growth where volatility has provided regular mispriced entry points. The team identifies a mix of opportunities that can deliver excess returns and such opportunities must be available across market cycles to allow for repeatable outperformance. They must also be scalable to ensure the construction of a diversified portfolio. | Finance |
Caledonia Investments Plc (Investment Management)
Caledonia Investments Plc (Investment Management) Investment ManagersFinance Caledonia Investments-IM aims to grow net assets and dividends paid to shareholders over the long term, whilst managing risk to mitigate volatility of returns. They achieve this by investing in well-managed businesses that combine reasonable growth characteristics with an ability to deliver increasing levels of income. Their investments include listed and private companies, as well as funds across a range of sectors. | Finance |
National Trust for Scotland Enterprises Ltd.
National Trust for Scotland Enterprises Ltd. RestaurantsConsumer Services Owns and operates retail, catering and holiday cottages | Consumer Services |
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