Investment Managers
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.
Sam Cosh, Lead Manager, 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.
Sam 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.
Lucy Morris is a Director at Columbia Threadneedle Investments specialising in smaller companies. Lucy joined the business in 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 which include European Assets Trust as well as the European investments of The Global Smaller Companies Trust PLC. She also manages the CT European Smaller Companies open ended fund. Lucy holds the Investment Management Certificate and is a CFA Charterholder.
Lucy Morris, Manager, is a Director at Columbia Threadneedle in the Global Smaller Companies Trust Team. Lucy joined the business in 2007, originally working in the Performance Analytics team before transferring to Equities in 2011.
Lucy has worked on the European Small Cap mandates since that point which include European Assets Trust as well as the European investments of The Global Smaller Companies Trust PLC. She also manages the CT European Smaller Companies open ended fund.
Lucy holds the Investment Management Certificate and is a CFA Charterholder.
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