Colchester Management
Daniel Locke, BSc (Hons), CFA
JUNIOR INVESTMENT OFFICER
Dan is a Junior Investment Officer at Colchester Global Investors and has been with the firm since 2018. Dan assists in the monitoring of risk on a daily basis, fundamental economic research, and general analytical tasks. Dan joined the firm having first undertaken an internship and graduating from The University of Manchester with a BSc (Hons) in Economics. Dan is a CFA Charterholder and a member of the CFA Society Singapore.
Investment Team
Ian Sims, MSc.
Chairman & Chief Investment Officer
Keith Lloyd, MSc., CFA
Group Chief Executive Officer & Deputy Chief Investment Officer
Kathryn Elsby, BSc., ASIP
Senior Investment Manager
Claudia Gollmeier, MA, CFA, CIPM
Senior Investment Officer, Managing Director
Cian O'Brien, MSc., CFA
Chief Executive Officer – Dublin & Senior Investment Officer
Vi-Minh Tran, CFA
Senior Investment Officer
Martyn Simpson, MA, CFA
Investment Officer
Mark Capstick, BA (Hons)
Investment Officer
Carl Roberts, BA, IMC
Investment Officer
Jean Lee, B.Comm., CFA
Investment Officer
Alex Fullarton
Investment Officer
Joanna David, MSc.
Investment Officer
Daniel Locke, BSc (Hons), CFA
Junior Investment Officer
Senior Management
Alberto Martin, Ph.D.
Head of Risk & Analytics
Trevor Denton
Chief Executive Officer – London
Michele Connell, LL.B.
Global Head of Legal & Compliance
Tim Digby, BA (Hons)
Head of Dealing
Paul Allen, MA (Hons)
Senior Executive Officer, Global Head of Marketing and Client Services
Principals
Colchester’s Principals have a long history of working together and share common investment principles.
Ian Sims, MSc.
Chairman & Chief Investment Officer
Keith Lloyd, MSc., CFA
Group Chief Executive Officer & Deputy Chief Investment Officer
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Contact Us
If you have any questions relating to our UCITS funds, performance or holdings or you are representing a new investor wishing to make an initial subscription into our UCITS funds, please contact your usual contact at Colchester Global Investors Limited or email:
UCITSTA@colchesterglobal.com
For all administrative matters relating to our UCITS funds, please contact Northern Trust at colchesterglobal@ntrs.com or via fax at +353 1 542 2902 or via phone on +353 1 434 5110. Northern Trust are responsible for all shareholder transactions (subscriptions, redemptions, switches and transfers), registration amendments and changes to authorised parties, delivery of statements, audit requests and responding to NAV and performance reporting queries.
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