Joanna David

Colchester Management

Joanna David

INVESTMENT OFFICER


Joanna is an Investment Officer with Colchester Global Investors and joined the firm in March 2020. Joanna’s role is multi-faceted involving research, data management, processing and analysis as well as junior investment management duties. 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. 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.

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

Claudia Gollmeier, MA, CFA, CIPM

Senior Investment Officer, Managing Director

Cian O'Brien, MSc., CFA

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

Investment Officer

Senior Management

Alberto Martin, Ph.D.

Head of Risk & Analytics

Trevor Denton

Chief Operating Officer

Michele Connell, LL.B.

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

Chief Executive Officer & Deputy Chief Investment Officer

Contact us for more information

Colchester Papers.

Watch our recent video insights.

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.


Alex Fullarton

Colchester Management

Alex Fullarton

Alex Fullarton

INVESTMENT OFFICER


Alex is an Investment Officer at Colchester Global Investors and has been with the firm since 2007. Alex joined the firm upon completing an internship after graduating from the University of Nottingham Trent. He graduated with a degree in Humanities which is where he first started developing his critical and analytical skills. Alex assists in the construction of portfolios, the monitoring of risk on a daily basis, fundamental economic research and the production of client reporting.

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

Claudia Gollmeier, MA, CFA, CIPM

Senior Investment Officer, Managing Director

Cian O'Brien, MSc., CFA

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

Investment Officer

Senior Management

Alberto Martin, Ph.D.

Head of Risk & Analytics

Trevor Denton

Chief Operating Officer

Michele Connell, LL.B.

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

Chief Executive Officer & Deputy Chief Investment Officer

Contact us for more information

Colchester Papers.

Watch our recent video insights.

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.


Vi-Minh Tran

Colchester Management

Vi Minh Tran

Vi-Minh Tran, CFA

SENIOR INVESTMENT OFFICER


Vi is a Senior Investment Officer at Colchester Global Investors. He joined the firm in 2021 after spending over 22 years at Franklin Templeton where he was Senior Vice President and Portfolio Manager.  There he was responsible for managing global aggregate fixed income portfolios for many institutional clients globally. He began his career in 1996 at ING as a Quantitative Strategist developing style and thematic based investment strategies. Vi graduated from City University, London with a degree in Statistics. He is a CFA Charterholder and a Fellow of The Royal Statistical Society.

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

Claudia Gollmeier, MA, CFA, CIPM

Senior Investment Officer, Managing Director

Cian O'Brien, MSc., CFA

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

Investment Officer

Senior Management

Alberto Martin, Ph.D.

Head of Risk & Analytics

Trevor Denton

Chief Operating Officer

Michele Connell, LL.B.

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

Chief Executive Officer & Deputy Chief Investment Officer

Contact us for more information.

Colchester Papers.

Watch our recent video insights.

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.


Jean Lee

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

Claudia Gollmeier, MA, CFA, CIPM

Senior Investment Officer, Managing Director

Cian O'Brien, MSc., CFA

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

Investment Officer

Senior Management

Alberto Martin, Ph.D.

Head of Risk & Analytics

Trevor Denton

Chief Operating Officer

Michele Connell, LL.B.

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

Chief Executive Officer & Deputy Chief Investment Officer

Contact us for more information.

Colchester Papers.

Watch our recent video insights.

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.


Tim Digby

Colchester Management

Tim Digby

Tim Digby, BA (Hons)

HEAD OF DEALING


Tim is Head of Dealing at Colchester and has been with the firm since 2005. Tim is responsible for implementation as well as three traders in London and one in Singapore. After graduating from Nottingham Trent University with a BA (Hons) in Business Studies in 2004, Tim started his career at ABN Amro Mellon before joining Colchester’s Operations Team in 2005. He moved to the Dealing Team in 2007 and in 2012 moved to Singapore to help set up the Singapore office. Tim returned to London in 2015 and was promoted to Head of Dealing in September 2018.

Senior Management

Alberto Martin, Ph.D.

Head of Risk & Analytics

Trevor Denton

Chief Operating Officer

Michele Connell, LL.B.

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

Chief Executive Officer & Deputy Chief Investment Officer

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

Claudia Gollmeier, MA, CFA, CIPM

Senior Investment Officer, Managing Director

Cian O'Brien, MSc., CFA

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

Investment Officer

Contact us for more information.

Colchester Papers.

Watch our recent video insights.

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.


Angela MacPherson

Colchester Management

Angela Macpherson

Angela MacPherson, B.Ag.Econ

HEAD OF DISTRIBUTION - AUSTRALIA


Angela is Head of Distribution in Australia and has been with the firm since February 2016. Angela is responsible for building and maintaining local intermediary client relationships in Australia. She has a background of client sales and relationship management in the Australian market, having previously worked as National Account Manager for Challenger, AMP Capital and AXA. Angela was responsible for client relationships with key groups such as Westpac, AMP, CBA, NAB and IOOF. Prior to this she was responsible for intermediary sales for Macquarie Bank. Angela holds a Bachelor of Agricultural Economics from the University of New England and Advanced Diploma of Financial Planning from Pinnacle Academy.

Senior Management

Alberto Martin, Ph.D.

Head of Risk & Analytics

Trevor Denton

Chief Operating Officer

Michele Connell, LL.B.

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

Chief Executive Officer & Deputy Chief Investment Officer

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

Claudia Gollmeier, MA, CFA, CIPM

Senior Investment Officer, Managing Director

Cian O'Brien, MSc., CFA

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

Investment Officer

Contact us for more information.

Colchester Papers.

Watch our recent video insights.

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.


Trevor Denton

Colchester Management

Trevor Denton

Trevor Denton

CHIEF OPERATING OFFER


Trevor is the Chief Operating Officer at Colchester and has been with the company since April 2014. He joined initially as the Head of Dealing and was promoted to the role of Head of Operations and IT in September 2018. Trevor moved to his current role in October 2019. Trevor spent the previous 13 years as a Senior Fixed Income Trader at T Rowe Price International trading rates, emerging debt, investment grade credit, high yield and FX. Trevor spent the previous 7 years in the Deutsche Bank Group (2 years in DBMG Futures and Options and the last 5 years at Deutsche Asset Management as a fixed income and FX trader where Trevor set up the central bond dealing desk). Trevor’s career in trading started in 1992 as a Treasury Officer at Hill Samuel where he had responsibility for the fixed deposit book of Hill Samuel’s City Office.

Senior Management

Alberto Martin, Ph.D.

Head of Risk & Analytics

Trevor Denton

Chief Operating Officer

Michele Connell, LL.B.

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

Chief Executive Officer & Deputy Chief Investment Officer

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

Claudia Gollmeier, MA, CFA, CIPM

Senior Investment Officer, Managing Director

Cian O'Brien, MSc., CFA

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

Investment Officer

Contact us for more information.

Colchester Papers.

Watch our recent video insights.

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.


Carl Roberts

Colchester Management

Carl Roberts, BA, IMC

INVESTMENT OFFICER


Carl is an Investment Officer with Colchester Global Investors and has recently joined in July 2017. Carl manages portfolios, monitors risk on a daily basis and conducts fundamental economic research. Prior to joining Colchester, he was an Investment Manager at Pictet Asset Management in the Emerging Market Debt team managing both Hard and Local currency debt products. He joined Pictet in 2007, initially as an RFP writer, before joining the Emerging Market Debt team as an analyst in 2010. He started his career in 2005 for a private wealth management firm providing fund research to a team of financial advisors. Carl graduated with a BA in Music and French from the University of Queensland, Australia and holds the Investment Management Certificate (IMC).

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

Claudia Gollmeier, MA, CFA, CIPM

Senior Investment Officer, Managing Director

Cian O'Brien, MSc., CFA

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

Investment Officer

Senior Management

Alberto Martin, Ph.D.

Head of Risk & Analytics

Trevor Denton

Chief Operating Officer

Michele Connell, LL.B.

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

Chief Executive Officer & Deputy Chief Investment Officer

Contact us for more information.

Colchester Papers.

Watch our recent video insights.

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.


Kathryn Elsby

Colchester Management

Kathryn Elsby, BSc., ASIP

PRINCIPAL, INVESTMENTS


Kathryn has many years’ investment experience in fixed-income portfolio management and research. A graduate in mathematics, Kathryn began her investment career in 1983 at Manufacturer’s Life. From 1983 to 1999 Kathryn was employed in a number of portfolio management and research capacities at Hill Samuel (latterly within its subsidiary IAI Inter- national). Kathryn has had extensive experience in global bond management since the early days of the market’s modern development.

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

Claudia Gollmeier, MA, CFA, CIPM

Senior Investment Officer, Managing Director

Cian O'Brien, MSc., CFA

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

Investment Officer

Senior Management

Alberto Martin, Ph.D.

Head of Risk & Analytics

Trevor Denton

Chief Operating Officer

Michele Connell, LL.B.

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

Chief Executive Officer & Deputy Chief Investment Officer

Contact us for more information.

Colchester Papers.

Watch our recent video insights.

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.


Keith Lloyd

Colchester Management

Keith Lloyd, MSc., CFA

CHIEF EXECUTIVE OFFICER & DEPUTY CHIEF INVESTMENT OFFICER


Keith began his career in 1983 as an international macro-monetary economist and investment manager. His work experience includes seven years with the Reserve Bank of New Zealand as an economist where he served on its policy-making committee, followed by eight years at the World Bank. Keith spent a number of successful years in the World Bank’s Investment Department managing global real and leveraged money as a lead fixed income portfolio manager, senior investment strategist and proprietary trader. Keith has authored several exchange and interest rate papers.

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

Claudia Gollmeier, MA, CFA, CIPM

Senior Investment Officer, Managing Director

Cian O'Brien, MSc., CFA

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

Investment Officer

Senior Management

Alberto Martin, Ph.D.

Head of Risk & Analytics

Trevor Denton

Chief Operating Officer

Michele Connell, LL.B.

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

Chief Executive Officer & Deputy Chief Investment Officer

Contact us for more information.

Colchester Papers.

Watch our recent video insights.

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.