Simon joined in November 2021 and is part of the Charities team sitting on the Stock Selection Committee. He started his career in 1997 at Newton Investment as a consumer analyst before moving into US portfolio management in 2000. He became lead manager of US Equities in 2003 and in 2009 was appointed co-chair of Equity Strategy and sat on the Asset Strategy Group. He joined Invesco as Head of US Equities in 2012. Simon was responsible for a team running US equity portfolios and was part of the Invesco Global Equity team. He also sat on the risk committee for Invesco's absolute return strategies. He is a CFA Charterholder and holds the IMC as well as the Foundation in Responsible Investing from the PRI.
Simon graduated from Hertford College, Oxford University with a degree in Engineering Science.
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