World in Motion - Blog Azionario Globale
Il nostro blog sull’azionario scopre le carte su ciò che facciamo e mostra come funziona il nostro motore di investimento. Dalla descrizione delle visite aziendali, alle modalità in cui svolgiamo il nostro lavoro, dall’esplorazione dei principali temi, alle tendenze che modellano i mercati.
Torri, settore manifatturiero e riunioni – il 2021 visto dall'universo delle piccole società globali
I veicoli elettrici accelerano la crescente tendenza alla decarbonizzazione
La distruzione dei creativi
La carta vincente della simulazione
How vaccines are paving the way for the ‘grand reopening’
In che modo il Covid-19 potrebbe cambiare il mondo per sempre - rivisitazione (parte 2)
Il nostro team
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 joined is a portfolio manager in the Global Equities team. Alex joined the company in 2016 as a portfolio manager on the Japan Equities desk and moved to the Global Equities team in 2018. He is now a portfolio manager on the Global Focus strategy and lead manager of a number of segregated Japan equity mandates.
Whilst working on the Japan desk, Alex assisted the Global Equities team with idea generation and analysis of Japanese companies across all sectors.
Before joining the company, Alex was a Senior Fund Manager at Canada Life Investments, where he managed the Japan fund and supported the management of the US and Global funds.
Alex has a BSc in economics from the London School of Economics. He also holds the Chartered Financial Analyst designation.
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 is a portfolio manager in the Global Equities team. He took up this role in November 2013 and is currently lead manager across the desk’s EAFE and Shariah portfolios. He also has research responsibility for the industrials sector and for the Asia-Pacific region.
Simon joined the company in 1999 as a trainee UK Equities portfolio manager, progressing to portfolio manager in January 2005, where he managed the Threadneedle UK Mid 250 Fund and co-managed the Threadneedle UK Extended Alpha Fund.
Simon graduated with a degree in biology from Oxford University in 1999 and also holds the Chartered Financial Analyst designation.
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.
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Threadneedle Investments è un gestore attivo di primaria importanza, con un ottimo track record di sovraperformance nelle diverse asset class. Adottiamo un approccio d’investimento attivo, incentrato sul cliente e orientato alla performance.
Fondi e Prezzi
Columbia Threadneedle Investments offre una gamma completa di fondi di investimento che rispondono ad un’ampia scelta di obiettivi.
Per essere sempre aggiornati sui mercati globali, scoprire le nostre previsioni sulle asset class “chiave” e conoscere le opinioni dei nostri gestori sul mondo.