Daniel Locke
Colchester Management
Daniel Locke, BSc (Hons), CFA
JUNIOR INVESTMENT OFFICER
Dan is a Junior Investment Officer at Colchester Global Investors and has been with the firm since 2018. Dan assists in the monitoring of risk on a daily basis, fundamental economic research, and general analytical tasks. Dan joined the firm having first undertaken an internship and graduating from The University of Manchester with a BSc (Hons) in Economics. Dan is a CFA Charterholder and a member of the CFA Society Singapore.
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
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.
Joanna David
Colchester Management
Joanna David, MSc.
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
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
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
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
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
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, 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
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
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, 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
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, 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 Executive Officer – London
Michele Connell, LL.B.
Global Head of Legal & Compliance
Tim Digby, BA (Hons)
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
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 Office
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
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, 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 Executive Officer – London
Michele Connell, LL.B.
Global Head of Legal & Compliance
Tim Digby, BA (Hons)
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
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 Office
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
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
CHIEF EXECUTIVE OFFICER – LONDON
Trevor Denton is Colchester’s Chief Executive Officer for London and has been with the company since April 2014. He joined the firm initially as Head of Dealing before being promoted to Chief Operating Officer in October 2019. Trevor moved to his current role as Chief Executive Officer, London in February 2023 and is responsible for managing and providing strategic direction for the London office and operational, IT infrastructure and support functions of Colchester, globally. Trevor began his trading career in 1992 and his work experience includes 7 years at Deutsche Bank Group as a fixed income and FX trader where he set up the central bond dealing desk, followed by 13 years at T Rowe Price International as a Senior Fixed Income Trader before joining Colchester in 2014.
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
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
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 Office
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
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
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
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
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
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.
New Zealand