European Assets Trust AGM 2022

Sam Cosh
Director, Portfolio Manager, European Equities
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Sam Cosh
Sam Cosh
Director, Portfolio Manager, European Equities

Sam is a Director in the Global Smaller Companies team and is lead manager of the European Assets Trust and the European portion of the Global Smaller Companies Trust. Sam joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2010. He joined the group from BNP Investment Partners. He began his career in 2000 as a European Institutional analyst at Invesco before moving to Barings, and then to Fortis Investments as a Portfolio Manager within their European Small Caps team. Sam graduated with a BA (Hons) in Economics from Nottingham University in 1999, has attained the IMC and is a CFA Charterholder.

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Lucy Morris
Vice President, Portfolio Manager, European Equities
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Lucy Morris
Lucy Morris
Vice President, Portfolio Manager, European Equities

Lucy is a Director in the Global Smaller Companies Team. Lucy joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2007, originally working in the Performance Analytics team before transferring to Equities in 2011. She has worked on the European Small Cap mandates since that point. Lucy graduated from the University of Exeter with a BSc (Hons) in Psychology in 2006, holds the Investment Management Certificate (IMC) and is a CFA Charterholder.

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European Assets Trust AGM 2022

The Company held its Annual General Meeting on 13 May 2022. Due to current restrictions and social distancing measures this year’s AGM was restricted to the formal business of the meeting and was only attended by the minimum number of members sufficient to form a quorum.

Lead Manager’s Presentation

Lead Manager’s, Sam Cosh and Lucy Morris present an update on the recent performance of the Trust, the current portfolio and the investment backdrop. Watch the video below.

European Assets Trust - AGM 2022

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Key Document

If you have any questions with regards to the resolutions proposed or the performance of the Trust please email [email protected]. The Board very much looks forward to a resumption of the Company’s normal AGM practices next year and to meet again the many familiar Shareholders that usually attend in person

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