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 joined the company in 2016 as a portfolio manager. He has research responsibility for Japan and currently manages a segregated Japan equity mandate. He also supports the Global desk with idea generation and analysis of Japanese companies across all sectors. Previously, Alex was a senior fund manager at Canada Life Investments, where he managed the Japan fund and supported the management of the U.S. and Global funds. He has been a member of the investment community since 2007. Alex has a BSc in Economics from the London School of Economics. In addition, he holds the Chartered Financial Analyst® designation.

David Dudding, se incorporó a Columbia Threadneedle en 1999 como analista y actualmente es gestor de carteras en el equipo de renta variable. Atesora hasta la fecha más de 18 años de experiencia en la gestión de carteras de renta variable concentrada y gestiona los fondos Threadneedle (Lux) Global Focus Fund desde 2013 y Threadneedle European Select Fund desde 2008.

Previamente trabajó para John Swire & Sons Ltd. en Hong Kong y para Investors Chronicle como periodista financiero.

Tiene una licenciatura en Historia Moderna y un Master en Políticas Europeas por la Universidad de Oxford. También es miembro del instituto CFA y de la Sociedad Inglesa de Inversores Profesionales (UKSIP).

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.

Simon Haines es gestor de carteras del equipo de renta variable mundial. Se incorporó a esta función en noviembre de 2013 y actualmente es gestor principal de las carteras EAFE y Sharia de la mesa. También se ocupa del análisis del sector industrial y de la región de Asia-Pacífico.

Simon se unió a la compañía en 1999 como gestor en prácticas de la cartera de renta variable británica, y fue ascendido a gestor de carteras en enero de 2005, gestionando el fondo Threadneedle UK Mid 250 y cogestionando el fondo Threadneedle UK Extended Alpha.

Simon se licenció en Biología por la Universidad de Oxford en 1999 y también posee el título de analista financiero acreditado (CFA).

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 es gestor de carteras principal de la estrategia Global Equity Income (renta variable mundial generadora de ingresos) y gestiona una serie de mandatos agrupados e institucionales, entre ellos el fondo Threadneedle Global Equity Income. Jonathan se incorporó a la compañía en 2005 en calidad de analista de inversiones dentro del equipo de crédito. En 2008, pasó del equipo de renta fija al de renta variable mundial, y gestiona carteras de renta variable mundial desde 2010 y de renta variable mundial generadora de ingresos desde 2011. También es vicedirector del equipo de análisis del sector financiero.
Antes de unirse a la empresa, trabajó en Dresdner Kleinwort Wasserstein como analista de crédito con calificación «investment grade» cubriendo el sector financiero.

Jonathan es licenciado en Economía por la Universidad de St Andrews.

Scott Woods es gestor de carteras dentro del equipo de renta variable mundial y lleva desempeñando el puesto de gestor principal de la estrategia Threadneedle Global Smaller Companies desde abril de 2019. Scott se unió al equipo de renta variable mundial en 2015 en calidad de analista de renta variable, un cargo en el que se responsabilizaba del análisis de compañías de pequeña capitalización, centrándose en particular en los valores de pequeña capitalización de Estados Unidos. Con posterioridad, desempeñó el cargo de gestor de carteras adjunto en las estrategias Threadneedle Global Smaller Companies y Threadneedle US Smaller Companies.

Antes de incorporarse a la firma, Scott trabajó durante tres años en Ecclesiastical Investment Management, una gestora de activos focalizada en la inversión socialmente responsable, una firma en la que ocupó el puesto de analista de inversiones en el equipo de renta variable mundial.

Scott posee un máster en Química por la Universidad de Oxford. Cuenta además con el título de analista financiero acreditado (CFA) y el Certificado de Gestión de Inversiones.

Andrew Harvie is a senior client portfolio manager in the Global Equities team and heads the EMEA equity client portfolio management group.

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 held a similar role at Man AHL, Man Group’s quantitative investment division, having originally joined as an investment analyst in 2007. He also formed part of the due diligence and product strategy team during Man’s acquisition of GLG Partners in 2010. Andrew has been a member of the investment community since 2003.

He received a BSc (Hons) in Economics with Statistics from the University of Bristol.

Neil Robson is Head of Global Equities at Columbia Threadneedle Investments. He took up this role in July 2017. He joined the company in 2011 as a portfolio manager within the Global Equities team. He is the deputy manager of the Threadneedle Global Select Fund and manages a number of global equity mandates for institutional clients. He is also the co-manager of the Threadneedle Global Extended Alpha Fund.
Before joining the company, Neil worked as a fund manager at companies including Martin Currie, Barings and Citibank. In addition, he was Head of Global Equity at Pioneer Investments from 2003 to 2009.
Neil has an Economics degree from the University of Bristol.