Colchester Management
Joanna David, MSc., CFA
INVESTMENT OFFICER
Joanna is an Investment Officer with Colchester Global Investors and joined the firm in March 2020. Joanna manages portfolios, monitors risk on a daily basis, and conducts fundamental economic research. Joanna started her career at Barclays Capital in 2006 in Emerging Markets Fixed Income Sales covering rates, credit and FX products to institutional clients. She moved to BNP Paribas in 2012 within EM Sales and was tasked with developing BNP’S Emerging Markets franchise in London. Most recently Joanna worked at Redington as a member of the Manager Research team. Joanna graduated from the London School of Economics with a BSc in Economics and in 2015 completed a Master’s degree at the School of Oriental and African Studies gaining an MSc in Middle East Politics. She is a CFA charterholder, a member of the CFA Society of the UK and recently earned the CFA UK Level 4 Certificate in ESG Investing.
Investment Team
Ian Sims, MSc.
Chairman & Chief Investment Officer
Keith Lloyd, MSc., CFA
Group Chief Executive Officer & Deputy Chief Investment Officer
Claudia Gollmeier, MA, CFA, CIPM
Head of Investment Management, Asia Pacific, Middle East & Africa (APAC & MEA) Managing Director – Singapore
Cian O'Brien, MSc., CFA
Chief Executive Officer (Dublin) and Head of Investment Management, Europe and Americas
Vi-Minh Tran, CFA
Senior Investment Officer
Martyn Simpson, MA, CFA
Senior 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., CFA
Investment Officer
Daniel Locke, BSc (Hons), CFA
Junior Investment Officer
Senior Management
Alberto Martin Martin, Ph.D.
Group Head of Risk & Analytics
Trevor Denton
Chief Executive Officer – London
Tim Digby, BA (Hons)
Chief Operating Officer
Paul Allen, MA (Hons)
Senior Executive Officer, Middle East and Global Head of Marketing and Client Services
Emma Amara, FCCA, MCSI
Global Head of Finance
Vicki Pett (MCIPD)
Global Head of Human Resources
Roxanne Aszkielowicz
Global Head of Operations
Claudia Gollmeier, MA, CFA, CIPM
Head of Investment Management, Asia Pacific, Middle East & Africa (APAC & MEA) Managing Director – Singapore
Cian O'Brien, MSc., CFA
Chief Executive Officer (Dublin) and Head of Investment Management, Europe and Americas
Rob Walker, LLB
Global Head of Legal
Paul Hecker
Global Head of Compliance
Matthew Norman
Global Head of Dealing
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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