Colchester Management
Jean Lee, B.Comm., CFA
INVESTMENT OFFICER
Jean is an Investment Officer with Colchester Global Investors and has been with the firm since July 2019. Jean manages portfolios, monitors risk on a daily basis and conducts fundamental economic research. Prior to joining Colchester, she was a Portfolio Analyst at Western Asset Management in the investment grade credit team with a focus on portfolio analysis, implementation and trade execution. She began her career in 2005 in risk management at UBS Investment Bank. In 2008, she joined Legal & General Investment Management as a member of the active fixed income team. Jean graduated from University of New South Wales with combined degrees in Commerce and Science. She is a CFA charterholder and a member of the CFA Society of the UK.
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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