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The Portfolio seeks to achieve capital appreciation by investing principally in the equity securities of Global Smaller Companies. The Portfolio may further invest in other securities (including fixed income securities, other equities and Money Market Instruments).
Name | Title | Since | Until |
---|---|---|---|
Scott Woods | Portfolio Manager | 2019 | Now |
Biography | Scott Woods is a portfolio manager within the Global Equities team. Scott joined the Global Equities team in 2015 as an equity analyst with responsibility for researching small cap companies, focusing in particular on US small caps. He is now lead portfolio manager for the Threadneedle Global Smaller Companies strategy. Before joining the company, Scott spent three years with Ecclesiastical Investment Management, an SRI-focused asset manager, where he worked as an investment analyst within the global equities team. Scott holds a Masters degree in Chemistry from the University of Oxford. He also holds the Chartered Financial Analyst designation and the Investment Management Certificate. | ||
Mark Heslop | Portfolio Manager | 2013 | 2019 |
Biography | Mark Heslop joined Jupiter in September 2019 as a European equity manager and smaller companies specialist. He also currently co-manages Jupiter Eurozone Equity fund (SICAV), Jupiter European Opportunities fund (SICAV) and Jupiter European Special Situations fund (UT). Prior to joining Jupiter, Mark was an equity fund manager at Colombia Threadneedle for 11 years where he managed a global smaller companies fund and a European smaller companies fund. He began his investment career as a chemicals and industrials analyst at Citi in 1999. Mark has a degree in Chemistry from Durham University and is also a Chartered Accountant. | ||
Philip Dicken | Head | 2011 | 2013 |
Biography | Philip Dicken joined the company in 2004 and has managed the Pan European Smaller Companies since it was launched in 2005. He jointly manages the Pan European Small Cap Opportunities strategy. He became Head of European Equities in 2012 and Head of International Equities in 2022. He started his career with Merrill Lynch as an analyst in the Corporate Finance division and holds a first class degree in Mechanical Engineering with study in Continental Europe from Bristol University. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK. | ||
Dave Dudding | Portfolio Manager | 2011 | 2013 |
Biography | "David Dudding is a senior portfolio manager at Columbia Threadneedle Investments where he is the lead portfolio manager of the Global Focus strategy and deputy of the European Select strategy. He joined the company as an equity research analyst in 1999, moving on to manage the European Smaller Companies strategy for 10 years until December 2012. David previously worked for John Swire and Sons in Hong Kong and for Investors Chronicle as a financial journalist. He holds a Modern History degree and a European Politics Masters degree from Oxford University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK." |
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