World in Motion Blog

Alex Beavis is an analyst within the Global Equities team, focusing on global smaller companies. He began this role in 2019. Prior to this, Alex worked as a client portfolio analyst within the Global Equities team, assisting with client servicing, sales and articulation of the team’s investment views and capabilities.

Alex joined the company in 2016 and worked in Finance for six months on a graduate scheme rotation. In March 2017, he joined the Global Equities team, where he has remained since.

Alex holds a BSc (Hons) in Economics and Management Sciences from the University of Southampton.

Alex è entrato a far parte della società nel 2016 come gestore di portafoglio. Ha la responsabilità della ricerca sul Giappone e attualmente gestisce un mandato azionario segregato sul Giappone. Supporta inoltre il Global desk nella generazione di idee e nell'analisi delle società giapponesi in tutti i settori. In precedenza, Alex è stato senior fund manager presso Canada Life Investments, dove ha gestito il fondo Japan e ha supportato la gestione dei fondi U.S. e Global. È membro della comunità degli investitori dal 2007. Alex ha conseguito una laurea in Economia presso la London School of Economics e ha ottenuto la certificazione CFA (Chartered Financial Analyst®).

Ashish Kochar is a portfolio manager within the Global Equities team. Ashish joined the company in 2008 and the Global Equities team in 2010. He is the co-portfolio manager for the Threadneedle Global Extended Alpha strategy, as well as the American Extended Alpha, American Absolute Alpha and American Select strategies.

Ashish joined the company as a senior analyst within the US Equities team. He joined the company from a ‘Tiger Cub’ hedge fund and previously worked as an analyst for Merrill Lynch in New York.

Ashish holds an MBA from Mason School of Business, The College of William and Mary.

David Dudding è senior portfolio manager di Columbia Threadneedle Investments. È entrato a far parte della società come analista di ricerca azionaria nel 1999, gestendo la strategia European Smaller Companies fino a dicembre 2012. Attualmente è il responsabile delle strategie European Select e Global Focus.

David in precedenza ha lavorato per John Swire and Sons a Hong Kong e per Investors Chronicle come giornalista finanziario.

Scott Woods è un gestore di portafoglio all’interno del team Global Equities e dall’aprile 2019 è lead portfolio manager della strategia Threadneedle Global Smaller Companies. Scott è entrato a far parte del team nel 2015 come analista dedicato alle small cap nel team azionario globale, con particolare attenzione su small cap statunitiensi. Successivamente è stato nominato deputy portfolio manager sia per la strategia Threadneedle Global Smaller Companies che per la strategia Threadneedle US Smaller Companies.

Prima di entrare a far parte di Columbia Threadneedle, Scott ha lavorato per tre anni come analista degli investimenti nel team azionario globale di Ecclesiastical Investment Management, una società di asset management focalizzata sull’SRI. Scott ha conseguito un Master in Chimica all’Università di Oxford e possiede la certificazione di CFA (Chartered Financial Analyst) e quella di IMC (Investment Management Certificate).

Data di inizio nell’azienda: 2015

Data di inizio nel settore: 2012

Simon Haines è gestore di portafoglio e responsabile della ricerca per i settori industriali e la regione Asia-Pacifico. Simon è entrato a far parte di una delle società di Columbia Threadneedle Investments nel 1999 come gestore di portafoglio apprendista, diventando poi gestore di portafoglio nel gennaio 2005, dove ha gestito il Threadneedle UK Mid 250 Fund e ha co-gestito il Threadneedle UK Extended Alpha Fund. Fa parte della comunità degli investitori dal 1999. Si è laureato in biologia all'Università di Oxford. Inoltre, Simon ha ottenuto la certificazione CFA (Chartered Financial Analyst®).

Pauline Grange is a portfolio manager within the Global Equities team. She took up this role in 2007 and is currently lead portfolio manager of the Threadneedle Global Sustainable Outcomes and Threadneedle World Equity strategies and deputy portfolio manager of the Columbia Select Global Equity fund. She also heads the telecoms and utilities sector research team and is the deputy head of the technology sector research team.

Before joining the company, Pauline was a global equity portfolio manager for Investec Asset Management.

Pauline has a Bachelor of Business Science (Honours) in Finance from the University of Cape Town. She also holds the Chartered Financial Analyst designation.

Georgina Hellyer is a portfolio manager within the Global Equities team. Georgina joined the company in 2011 and the Global Equities team in 2017. She is a portfolio manager on the Global Equity Income strategy and the International Dividend Income strategy.

Previously, Georgina worked as an analyst on the Emerging Markets Equity team, covering the materials and energy sectors and becoming a portfolio manager in 2013. Before joining the company, Georgina worked at Aviva Investors as an analyst covering the materials and energy sectors on the company’s Emerging Market and Asian equities team.

Georgina has a degree in Philosophy, Politics & Economics from the University of Oxford and holds the Chartered Financial Analyst and Certified Market Technician designations.

Bronwyn Curran is a client portfolio analyst in the Global Equities team. In this role, she is responsible for providing detailed information on the company’s global equity views and capabilities to clients, prospects and consultants.

She joined the company in 2018 as part of its graduate programme before joining her current team in 2020.

Jonathan Crown is lead portfolio manager on the Global Equity Income Strategy and manages a number of pooled and institutional mandates including the Threadneedle Global Equity Income Fund. Jonathan joined the company in 2005 as an investment analyst on the credit team. In 2008, he moved from the Fixed Income team to the Global Equities team and has managed global equity portfolios since 2010 and global equity income portfolios since 2011. Jonathan is also deputy head of the financials sector research team.

Before joining the company, he worked at Dresdner Kleinwort Wasserstein as an investment grade credit analyst covering financials.

Jonathan has an MA (Hons) Degree in Economics from the University of St Andrews.

Andrew Harvie is a Client Portfolio Manager within the Global Equities team. His role is to articulate the team’s investment views and capabilities to existing and prospective clients, consultants and intermediaries.

Andrew re-joined the company and the team in 2018 from Schroders where he was a client portfolio manager and head of product in the QEP investment team. He has previously worked as a client portfolio manager at Man AHL, Man Group’s quantitative investment division, having originally joined as an investment analyst in 2007. Andrew was also involved in due diligence and product strategy during Man’s acquisition of GLG Partners in 2010.

Prior to working in asset management, Andrew worked as an equity capital markets analyst at Bloomberg and started his career within wealth management.

Andrew holds a BSc (Hons) in Economics with Statistics from the University of Bristol.