About
Joanna Sawicka is a Portfolio Manager at U.S. Global Investors in San Antonio, Texas, where she is responsible for managing the Emerging Europe Fund, the China Region Fund, and the Global Luxury Goods Fund. Her current focus encompasses global equity markets with a particular specialization in emerging markets, luxury goods, and the China region, leveraging thematic and regional analysis to manage actively managed mutual funds.
She began her career at Soros Fund Management in New York as a fund accountant, where she managed convertible arbitrage and distressed debt trading desks, gaining hands-on experience with diverse asset classes such as equities, bonds, and derivatives. Joanna later held a position as an investment specialist assistant at J.P. Morgan Chase before joining U.S. Global Investors in 2007 as an investment reporting administrator, progressing to research analyst in 2015 and portfolio manager in 2020.
Joanna holds a bachelor's degree in finance with a specialization in investments from Bernard M. Baruch College, City University of New York. Her significant contributions include the oversight and research of international strategies focusing on emerging markets and luxury sectors, and she is recognized for her analytical expertise and rigorous approach to portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| u.s. Global Investors | Analyst | Unknown to Present | — |
| Jpmorgan Chase & Co. | Investment Specialist Assistant | Feb 2006 to Sep 2007 | — |
| Soros Fund Management | Fund Accountant | Mar 2000 to Jun 2006 | — |
| Arnhold and Bleichroder | Operations Specialist | Aug 1999 to Mar 2000 | *
* Conducting Performance Analysis for varies Quantum Partners Funds on daily and monthly basis. Working with Fund Accountants to ensure adequacy of performance analysis. Presenting final analysis ... |
| Salmon Smith Barney | Financial Consultant Assistant | Jan 1999 to May 1999 | *
* Performing equity, futures and options analysis.
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* Seminar preparation, inviting prospects, gathering and setting up presentation documents attending seminars.
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* Providing administrative... |
Education
Bernard M. Baruch College
Bachelors, Finance
1997 — 1999
Skills & Expertise
Others at U S Global Investors Inc. (7)
| Name | Role | Location |
|---|---|---|
| CEO and Chief Investment Officer | San Antonio, TX , United States | |
| Head Trader | San Antonio, TX , United States | |
R Ralph Aldis | Portfolio Manager | TX , United States |
| Investment Analyst | San Antonio, TX , United States | |
| Head Trader | San Antonio, TX , United States | |
| Investment Analyst | San Antonio, TX , United States | |
| Trader | San Antonio, TX , United States |