European Assets Trust

Sam Cosh

Director, Portfolio Manager, Global Smaller Companies Equities

Sam Cosh is a Director at BMO. Sam joined BMO in 2010 from BNP Investment Partners and was appointed Lead Manager for European Assets Trust during 2011. Sam also manages the European investments of BMO Global Smaller Companies PLC. He has twenty years’ experience in European equities, principally within small and mid cap mandates.

Sam Cosh, Lead Manager is a Director, at BMO. Sam joined BMO in 2010 from BNP Investment Partners and was appointed Lead Manager for European Assets Trust during 2011. Sam also manages the European investments of BMO Global Smaller Companies PLC. He has twenty years’ experience in European equities, principally within small and mid-cap mandates.

Lucy Morris

Director, Portfolio Manager, Global Smaller Companies Equities

Lucy Morris is a fund manager in the European Equities team, dedicated to Smaller Companies. She joined the firm in 2007 as a member of the Performance Analytics team. Lucy moved to the European Equities team in the summer of 2011 and has been working on Small Cap mandates since. 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.

Lucy Morris, Manager is a Director at BMO in the Global Smaller Companies Team. 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 BMO Global Smaller Companies plc. She also manages the BMO European Smaller Companies open ended fund. Lucy holds the Investment Management Certificate and is a CFA Charterholder.

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