ALPESH PATEL OBE
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Trusted by 400+ mentored investors and 950,000+ followers

Rated 5/5 from 51 reviews on Google

Become a confident investor, with Hedge Fund Manager, Alpesh beside you for life.

Lifetime research, tools and 1-to-1 mentoring from Alpesh Patel OBE, for people who want to invest their own portfolio with a professional process.

Pay once, lifetime access · Your money stays in your own broker account · Education, not advice

Investing involves risk. Your investments can fall in value and you may get back less than you invest. No returns are guaranteed.

Alpesh Patel speaking at a lectern
YOUR MENTOR

Alpesh B Patel OBE

Hedge fund manager. Financial Times author.
A lifetime of experience, shared with you.

EXPERIENCE THAT COUNTS

Author & columnist TV alumnus Former Visiting Fellow Founder Former Intern Dealmaker, Dept for Business Former Director Barrister-at-Law
Followers across TikTok, YouTube and LinkedIn
950,000+
Enrolled in online education
100,000+
Live and virtual event attendees
100,000+
Investors mentored 1-to-1
400+
Books, published by Financial Times, Wiley and Macmillan
18

In their own words

Why members choose GIP.

Selected excerpts from members’ full reviews.

Understanding investing

Alpesh demystifies the world of investing…
Darren MedlandGreat Investments Programme member

Finding a process

…the structure and clarity I was missing before.
Keiron HodderGreat Investments Programme member

Having a mentor

Having Alpesh as my mentor is priceless…
Ravi ShahGreat Investments Programme member

Individual experiences and results vary. Testimonials are not evidence of typical returns or a guarantee of future outcomes. Investing carries risk to capital.

MEDIA APPEARANCES

Alpesh on Global broadcast.

Watch selected appearances and interviews on CNBC, Bloomberg, Sky News, BBC World News and CNN.

MEET YOUR MENTOR

Hear directly from Alpesh about the Great Investments Programme, then explore the experiences of clients and the lessons inside.

A selection of investing and trading books written by Alpesh B Patel

Alpesh Patel

10,000stocks in the approved research universe
7,000funds with ratings and analysis
1-to-1educational mentoring with Alpesh
Lifetimeprogramme access and updates

A PROCESS YOU CAN SEE

From the Approved List to a model portfolio.

Research the companies. Understand the portfolio. Make your own informed decisions.

02CONSTRUCTION

Build a model portfolio.

Model portfolio Historical model portfolio report with return and risk analysis
Historical model reportView full image ↗

See how selected holdings work together. Use an educational model portfolio to explore portfolio construction.

Understand the whole picture
03DISCIPLINE

Understand the risk.

Drawdown & recovery Historical drawdown chart and table showing declines and recovery periods
Historical risk reportView full image ↗

Examine drawdowns, volatility and recovery periods, then develop rules for reviewing and rebalancing.

Clarity through market cycles

One joined-up process. Research, risk tools, continuing education and personal mentoring working together.

Explore membership
Your investments stay in your own brokerage account. Education and tools for your decisions.

THE PUBLISHED PERFORMANCE RECORD

Shown in full, including the years that weren't easy.

Explore the annual and 12-month results published on the original GIP page, alongside its selected stock examples.

Past performance is not a reliable indicator of future results. Investing involves risk and you can lose capital. These are different published list or portfolio examples, not a continuous audited track record or typical client returns.

Published list / portfolio results
Period Published list or example Result
2025 ↓ Approved List Filtered Rising MACD +58%
2024 ↓ January–December · January Approved List Filtered Broadcast +41.52%
2023 ↓ January–December · Further Filtered List +80%
2020–2021 ↓ November 2020–November 2021 · Approved Filtered List +54%
2025 · selected stock examples
Company Ticker Published return
HOCHTIEF AG HOTD +161.78%
Filtronic plc FTC +142.14%
Argan, Inc. AGX +128.83%
Tapestry, Inc. TPR +98.98%
Laureate Education LAUR +83.53%
Cardinal Health CAH +75.99%
2024 · selected stock examples
Company Ticker Published return
MicroStrategy MSTR +515%
NVIDIA NVDA +150%
Ambea AB AMBEA +79.4%
Meta Platforms META +62.8%
Goldman Sachs GS +54.8%
2023 · selected stock examples
Company Ticker Published return
NVIDIA NVDA +238.15%
Meta Platforms META +197.35%
Sterling Infrastructure STRL +168.96%
Tesla TSLA +112.24%
Amazon AMZN +82.55%
ServiceNow NOW +81.16%
Medpace MEDP +46.88%
2020–2021 · selected stock examples
Company Ticker Published return
Crocs CROX +208%
Generac GNRC +137%
Costamare CMRE +135%
Camtek CAMT +120%

Source: Performance. Figures reproduced as published; not independently verified. The 2025 examples are presented there as 12-month results. The 2020–2021 period runs November to November, not a calendar year. The source does not provide full calculation methodology, holdings, weightings, or treatment of dividends, currency, fees and taxes alongside these figures. The 2022 result was a 0% return, as documented in public YouTube videos, during a year in which the S&P 500 fell by more than 20% from its peak.

Stock examples are selected winners, not the full list. Individual stock returns are distinct from the headline list / portfolio figures. Results vary by investor and are not guaranteed.

CLIENT EXPERIENCES

Not actors. Not scripts. Members, on camera.

Watch clients describe their own experiences of the programme, in their own words.

Alpesh Patel listening during a panel discussion

DOCTOR · GIP MEMBER

“I underestimated what I was getting.”

Faheem

His case study describes learning to invest, developing a strategy and asking questions through personal mentoring.

COMPLIANCE LAWYER · GIP MEMBER

“His direction to stay realistic and take everything step by step is invaluable.”

Ario

Ario describes using the lessons and educational calls to understand stock selection and portfolio decisions.

CHARTERED FINANCIAL PLANNER · GIP MEMBER

“…you’ll learn an awful lot through the course.”

Paul

Paul’s case study explains how he studied at his own pace and expanded his understanding of individual shares.

Individual experiences and results vary. Testimonials are not evidence of typical returns or a guarantee of future outcomes. Investing carries risk to capital.

INSIDE THE PROGRAMME

The modules a hedge fund actually uses.

Selected modules from the programme. Browse the lessons below: preview links open free samples, while member lessons may require enrolment and sign-in.

Welcome to Great Investments Programme
Complete Beginners Start Here (Intermediate can skip)
Our Latest Software and Apps
How To Stop Worrying About Market Falls
Model Portfolios, Further Filtered and Special Situation Stocks for 2026
Preview of Software and Mentoring
Overview - Let's Get You The Right Tools & Set Up Like a Pro
My Favourite Tools - Summary Overview

ALPESH B PATEL OBE

18 books, 200 FT columns, one teachable discipline.

Alpesh B Patel OBE brings the perspective of a hedge fund manager, author and educator to the decisions individual investors face.

His career spans financial markets, broadcasting and writing, including work with Bloomberg and the Financial Times, and a former Visiting Fellowship at Corpus Christi College, Oxford.

Through Campaign for a Million, he teaches people to become more informed investors. GIP brings that education together with research, software and ongoing mentoring.

Founder Alpesh Patel OBE
Alpesh Patel speaking at a lectern

ON ALPESH’S WRITING & SPEAKING

Respected by the people who compete with him.

Professional endorsements published on the original site. These concern Alpesh’s wider work, rather than GIP investment outcomes.

“At last someone brave enough to explain trading clearly”

Justin Urquhart Stewart Co-founder, Seven Investment Management · attribution on source page

“…witty, informative and extremely well received…”

Dominique Dubois Banque Privée Edmond de Rothschild Europe · seminar, 11 June 2013
Endorsements

AFTER YOU JOIN

Your first conversation is with Alpesh, not a chatbot.

Watch the original welcome walkthrough to see what happens after joining and how to begin using the programme.

  1. Onboarding calls Gain access to all the tools, then have an onboarding call with Alpesh.
  2. Get familiar with the tools Learn how the research, software and portfolio resources fit together with Alpesh’s help—and bring any questions.
  3. Construct your first portfolio Use the Approved List and ready-made model portfolios to create version one of your own portfolio for Alpesh and the team to analyse with you as part of the educational process.

APPLY

Take the time you need. We're not chasing numbers, we're choosing members.

Explore the Payment Options—we have clients from around the world—or speak to our team to ask about the programme before deciding.

REQUEST INFORMATION

Receive the programme details

Ask for the current programme information, inclusions and approved commercial terms in writing.

Book a call to ask

APPLY

Start the conversation

Explain what you want to improve, ask direct questions and decide whether to take the application further.

Apply

Ask the team for the current commercial terms, VAT treatment and payment arrangements before applying.

INSTITUTIONAL EXPERIENCE

Past and present paying clients.

These organisations paid Alpesh Patel or one of his companies for professional engagements spanning financial education, media, research and consultancy.

Logos of past and present clients including American Express, Merrill Lynch HSBC, Bloomberg Television, Charles Schwab, Goldman Sachs, Euronext, Barclays, Lloyds Bank, the Financial Times, IG Index, InterTrader, City Index, CMC Markets, TD Bank, Borsa Italiana and NYSE Life

Logos identify organisations that were past or present paying clients of Alpesh Patel and his companies, across different periods and services. They do not imply endorsement of GIP, its investment performance or a current relationship.

YOUR QUESTIONS

The questions we'd ask, if we were you.

Practical answers about access, mentoring, continuity and risk—so you know what the programme is, and what it is not.

I want someone to manage my investments. Is GIP right for me?

GIP is not a managed or discretionary investment service. It provides education, research and software; you retain control of your account and make your own investment decisions. Programme mentoring is educational, not personalised investment advice. If you want someone else to make decisions for you, GIP is not that service.

Do I need to be an experienced investor?

The lesson library includes foundations as well as more advanced material. You need a willingness to learn and take responsibility for your decisions. Speak to the team about your experience and what the programme involves.

Can this help me understand my SIPP or ISA?

The education covers investing concepts relevant to self-directed portfolios, including those held within SIPPs and ISAs. Account rules, available investments and charges depend on your provider. Pension transfers and tax decisions may require regulated professional advice.

How can I assess whether the one-off cost is worth it?

Use the decision calculator to put the one-off cost in the context of the portfolio you plan to manage. It is illustrative only: it cannot predict returns, assess individual suitability or provide financial advice. Request the current commercial terms from the team before deciding.

Are returns guaranteed?

No. Markets fall as well as rise. Research, historical performance and model portfolios cannot guarantee future results. The programme aims to improve your understanding and process; losses remain possible.

What happens on the introductory call?

You can explain what you want to learn, ask how the programme works and discuss membership with Paresh. The call is an opportunity to understand the service before deciding whether to join.

What if something happens to Alpesh Patel?

The programme includes its learning library, research tools and support from the wider team, as well as access to Alpesh. If continuity is important to your decision, ask the team to explain the current arrangements before you join.

When does the programme start and finish?

You can begin after enrolment and work through the core education at your own pace. There is no fixed end date: the programme is designed for continuing use, with ongoing commentary, updates and events.

How long do I have access to the programme?

Membership is sold with lifetime access to the programme and its continuing resources, subject to the enrolment terms. Ask the team for the current terms in writing before payment.

What if I am unhappy with the programme?

The published enrolment terms currently state a seven-day refund period. Please check the current refund terms on the original enrolment page before paying, and contact the team promptly if you have a concern.

How do you mentor?

Mentoring combines calls with Alpesh, support from the team and opportunities to bring questions as you use the research, tools and lessons. It is designed to help you understand and apply the process; it is not personalised financial advice.

Will this take too much time?

The Approved List, ratings, filters and model portfolios provide a more focused starting point than researching the whole market unaided. You can work through the material at your own pace, using the daily commentary and weekly market updates as ongoing context. You remain responsible for deciding what is appropriate for your own objectives and risk tolerance.

What kind of returns can I expect?

No particular return can be promised or expected. The published examples show what happened in selected historical periods, not what will happen next. Markets can fall, losses are possible and your result will depend on your own decisions, timing, costs and circumstances.

Programme Syllabus

A GLOBAL INVESTING AUDIENCE

950,000+ people follow Alpesh's investing education.

Join Alpesh’s wider community for regular market education, practical commentary and new videos across three established channels.

A BETTER PROCESS STARTS WITH A BETTER QUESTION

Your money.
Your next decision.

Explore the programme, then speak to the team when you are ready to make a considered decision.

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