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Christopher Metcalfe
Director/Board Member at
HERALD INVESTMENT TRUST PLC
Net worth: 135 995 $ as of 30/07/2026
Profile
John Christopher Ovington Metcalfe is currently a Non-Executive Director at Invesco Global Equity Income Trust Plc since 2026 and an Independent Non-Executive Director at Herald Investment Trust Plc since 2024.
Formerly, Mr. Metcalfe was Chairman at Franklin Global Trust Plc from 2023 to 2026, Non-Executive Director at JPMorgan U.S.
Smaller Cos.
Investment Trust Plc from 2018 to 2022, Independent Non-Executive Director at abrdn Smaller Companies Income Trust Plc, Director at True Green Capital Management LLC, Independent Non-Executive Director at CT UK Capital & Income Investment Trust Plc from 2024 to 2026, Portfolio Manager at Schroder Investment Management Ltd. from 2003 to 2006, and Investment Leader at Newton Investment Management Ltd. from 2006 to 2017.
Education includes an undergraduate degree from Bowdoin College, conferred in 2006.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 05/05/2026 | 12,600 ( 0.01% ) | 69 861 $ | 30/07/2026 | |
| 30/12/2025 | 6,000 ( 0.01% ) | 34 882 $ | 30/07/2026 | |
| 02/07/2026 | 6,487 ( 0.01% ) | 31 253 $ | 30/07/2026 |
Christopher Metcalfe active positions
| Companies | Position | Start |
|---|---|---|
| HERALD INVESTMENT TRUST PLC | Director/Board Member | 23/04/2024 |
| INVESCO PERPETUAL SELECT TRUST PLC - GLOBAL EQUITY INCOME SHARE PORTFOLIO | Director/Board Member | 26/02/2026 |
Former positions of Christopher Metcalfe
| Companies | Position | End |
|---|---|---|
| CT UK CAPITAL AND INCOME INVESTMENT TRUST PLC | Director/Board Member | 04/08/2026 |
| JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC | Director/Board Member | 31/03/2026 |
| FRANKLIN GLOBAL TRUST | Chairman | 26/02/2026 |
Newton Investment Management Ltd.
 Newton Investment Management Ltd. Investment ManagersFinance NIM is a thematic, team-oriented manager which conducts in-house research to identify themes and trends that influence, or are likely to influence, economies or stock markets globally. The firm focuses their research on the areas they believe are most likely to yield the best performing securities. Portfolio managers construct equity and fixed-income model portfolios in teams. For equity portfolios, the most important aspect of portfolio construction is stock selection as bottom-up decisions drive, to a large extent, a portfolio’s allocation to countries, sectors, and currencies. Their fixed income portfolios utilize both their top-down view of the world’s bond and currency markets and bottom-up investment selection process. | Portfolio Manager-Equities | 29/11/2017 |
Schroder Investment Management Ltd.
 Schroder Investment Management Ltd. Investment ManagersFinance SIM is an active investment manager that utilizes a contrarian investment approach supported by fundamental, in-house research, regular company visits and their group's global network. Research is shared worldwide within the parent group and is organized in specialist teams, with local specialists contributing their expertise to global sector teams. The firm also utilizes their proprietary software, the Global Research Investment Database, to integrate and distribute in-house and external research, assisting investment managers in portfolio construction. They manage risk through another proprietary tool called Portfolio Risk Investment Strategy Manager (PRISM). | Portfolio Manager-Equities | 08/05/2006 |
Training of Christopher Metcalfe
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
69
1st degree connections
10
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Schroder Investment Management Ltd.
Schroder Investment Management Ltd. Investment ManagersFinance SIM is an active investment manager that utilizes a contrarian investment approach supported by fundamental, in-house research, regular company visits and their group's global network. Research is shared worldwide within the parent group and is organized in specialist teams, with local specialists contributing their expertise to global sector teams. The firm also utilizes their proprietary software, the Global Research Investment Database, to integrate and distribute in-house and external research, assisting investment managers in portfolio construction. They manage risk through another proprietary tool called Portfolio Risk Investment Strategy Manager (PRISM). | Finance |
Newton Investment Management Ltd.
Newton Investment Management Ltd. Investment ManagersFinance NIM is a thematic, team-oriented manager which conducts in-house research to identify themes and trends that influence, or are likely to influence, economies or stock markets globally. The firm focuses their research on the areas they believe are most likely to yield the best performing securities. Portfolio managers construct equity and fixed-income model portfolios in teams. For equity portfolios, the most important aspect of portfolio construction is stock selection as bottom-up decisions drive, to a large extent, a portfolio’s allocation to countries, sectors, and currencies. Their fixed income portfolios utilize both their top-down view of the world’s bond and currency markets and bottom-up investment selection process. | Finance |
Invesco Global Equity Income Trust Plc
 Invesco Global Equity Income Trust Plc Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
JPMorgan U.S. Smaller Cos. Investment Trust Plc
 JPMorgan U.S. Smaller Cos. Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Franklin Global Trust Plc
 Franklin Global Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
abrdn Smaller Companies Income Trust Plc
 abrdn Smaller Companies Income Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
CT UK Capital & Income Investment Trust Plc
 CT UK Capital & Income Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Herald Investment Trust Plc
 Herald Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
True Green Capital Management LLC
 True Green Capital Management LLC Investment ManagersFinance True Green Capital invests in companies located in the United States and Europe, primarily in the United Kingdom. The firm targets companies operating in the fields of distributed power generation, including solar, traditional electricity generation sectors. It participates in buyout transactions. | Finance |
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