Colchester Management

Jean Lee

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

Chief Executive Officer & Deputy Chief Investment Officer

Kathryn Elsby, BSc., ASIP

Senior Investment Manager

Paul Grice, CFA

Senior Investment Officer

Claudia Gollmeier, MA, CFA, CPIM

Senior Investment Officer, Managing Director

Cian O'Brien, MSc., 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

Senior Management

Alberto Martin, Ph.D.

Head of Risk & Analytics

Trevor Denton

Chief Operating Officer

Michele Connell, LL.B.

Head of Legal and Compliance

Tim Digby, BA (Hons)

Head of Dealing

Paul Allen, MA (Hons)

Senior Executive Officer, Global Head of Marketing and Client Services

Executive Directors

Colchester’s Executive Directors have a long history of working together and share common investment principles.

Ian Sims, MSc.

Chairman & Chief Investment Officer

Keith Lloyd, MSc., CFA

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.