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Joanna Sawicka

Joanna Sawicka

Analyst at U S Global Investors Inc.

San Antonio, TX , United States

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

OrganizationRoleDate RangeDetails
u.s. Global InvestorsAnalystUnknown to Present
Jpmorgan Chase & Co.Investment Specialist AssistantFeb 2006 to Sep 2007
Soros Fund ManagementFund AccountantMar 2000 to Jun 2006
Arnhold and BleichroderOperations SpecialistAug 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 BarneyFinancial Consultant AssistantJan 1999 to May 1999
*  * Performing equity, futures and options analysis. *  * Seminar preparation, inviting prospects, gathering and setting up presentation documents attending seminars. *  * Providing administrative...

Education

Bernard M. Baruch College

Bachelors, Finance

1997 1999

Skills & Expertise

AFS
Fluent In Polish
Bloomberg
World
Reuters
Knowledge In Russian
FactSet
Excel
Wall Street Office

Others at U S Global Investors Inc. (7)

NameRoleLocation
Frank Holmes
Frank Holmes
CEO and Chief Investment OfficerSan Antonio, TX , United States
Michael Matousek
Michael Matousek
Head TraderSan Antonio, TX , United States
R
Ralph Aldis
Portfolio ManagerTX , United States
Alejandro Esquivel
Alejandro Esquivel
Investment AnalystSan Antonio, TX , United States
Cetf Michael Matousek
Cetf Michael Matousek
Head TraderSan Antonio, TX , United States
Dmytro Buiaklu
Dmytro Buiaklu
Investment AnalystSan Antonio, TX , United States
Roberto Petitto
Roberto Petitto
TraderSan Antonio, TX , United States