About Colchester

Organisation

Colchester Global Investors is a privately owned investment management firm offering value oriented, global and international bond management services. Chairman and CIO Ian Sims founded the asset management business in 1999. Colchester’s headquarters are located in London. The firm also has offices in New York, Singapore and Sydney.

Colchester has funds under management of over A$56 billion across four core strategies being global sovereign bonds, global inflation-linked bonds, local currency emerging market debt and an alpha program. The firm manages assets for global institutions including Corporate and Public Pension Funds, Foundations, Endowments, Insurance and Sovereign Wealth clients. Colchester enjoys a long-standing history of managing money for many prestigious Australian and New Zealand institutions, with assets under management of approximately A$5.7 billion.

Meet the team
Colchester Global Australia

Philosophy

We believe that if we hold a portfolio of high real yielding bonds and currencies that are undervalued according to their real exchange rate that over time this will prove rewarding.

At the heart of Colchester’s value-oriented philosophy is the belief that investments should be valued in terms of the income they will generate in real terms. Our approach is based on the analysis of inflation, real interest rates and real exchange rates supplemented by an assessment of sovereign financial balances. Portfolios are constructed to benefit from those opportunities with the greatest relative investment potential for a given level of risk.

Colchester’s portfolios principally comprise sovereign bonds as specialisation and focus are key features of our philosophy.

The firm eschews corporate credit, believing instead that its broader sovereign opportunity set provides sufficient diversity and return potential to add value without resorting to lower credits. In addition, currency risk is managed to take full advantage of long-term currency valuation extremes.

We believe that a truly diverse investment universe provides the groundwork for immense opportunity. Through the use of higher quality smaller country bonds, Colchester gains the significant competitive advantage of added return potential.


Request a copy of our ‘Prospective Real Yields’ paper which underpins our philosophy.

Read about our global bonds offering.

Meet the Colchester Team.

Watch our recent video insights.

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