Colchester Management

Joanna David, MSc.

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

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
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
Jean Lee, B.Comm., CFA

Investment Officer

Alex Fullarton
Alex Fullarton

Investment Officer

Joanna David, MSc.

Investment Officer

Daniel Locke
Daniel Locke, BSc (Hons), CFA

Junior Investment Officer

Senior Management

Alberto Martin, Ph.D.

Head of Risk & Analytics

Trevor Denton
Trevor Denton

Chief Executive Officer – London

Michele Connell, LL.B.

Global Head of Legal & Compliance

Tim Digby
Tim Digby, BA (Hons)

Head of Dealing

Paul Allen, MA (Hons)

Senior Executive Officer, 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

Head of Operations

Claudia Gollmeier, MA, CFA, CIPM

Senior Investment Officer, Managing Director

Cian O'Brien, MSc., CFA

Chief Executive Officer – Dublin & Senior Investment Officer

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:
[email protected]


For all administrative matters relating to our UCITS funds, please contact Northern Trust at [email protected] 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.