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Columbia Integrated Small Cap Growth Fund Advisor Class (MSGIX)

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14.33 -0.01    -0.07%
25/06 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  美国
发行商:  BMO Funds
资产类别:  股票
  • 晨星评级:
  • 总资产: 3.49M
BMO Small-Cap Growth I 14.33 -0.01 -0.07%

MSGIX概述

 
本页面提供Columbia Integrated Small Cap Growth Fund Advisor Class的详细介绍,帮助您了解MSGIX的高管、总资产、投资策略和联系方式等信息。
种类

Small Growth

总资产

3.49M

费用

0.99%

开始日期

39478

联络信息

地址 P.O. Box 8081
Boston,MA 02266-8081
United States
电话 +1 8003456611

高管

名称 标题 任期
Raghavendran Sivaraman Co-Portfolio Manager 2023 now
背景介紹 Raghavendran Sivaraman is a portfolio manager on the Quantitative Strategies Team for Columbia Threadneedle Investments. He began his investment career at one of the Columbia Threadneedle Investments legacy firms in 2007. Dr. Sivaraman received a B.Tech. in computer science engineering from the Indian Institute of Technology, Madras and a Ph.D. in operations research from the Massachusetts Institute of Technology. In addition, he holds the Chartered Financial Analyst® designation.
Oleg Nusinzon Portfolio Manager 2023 now
背景介紹 Oleg Nusinzon is a senior portfolio manager on the Systematic Strategies Team for Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2020. Previously, Mr. Nusinzon spent ten years at PanAgora Asset Management, where he was a Director and a Lead Portfolio Manager on a flagship active global equity product. Prior to that, Mr. Nusinzon was an equity research analyst at Fidelity Investments building quantitative stock, industry and country models for a broad group of fund mandates. Mr. Nusinzon began his investment career at Salomon Brothers (currently Citigroup) in 1997. Mr. Nusinzon was a founding member of Communicator Inc (currently Markit), a start-up that developed Bond.Hub, an award-winning fixed income research platform. Mr. Nusinzon received an MBA from Chicago Booth School of Business, and a BSE in Mathematics and Computer Science from the University of Pennsylvania. He holds the Chartered Financial Analyst®designation and is a member of CFA Society in Boston.
Jason C. Hans Equity Portfolio Manager 2022 now
背景介紹 Jason joined BMO Asset Management Inc in 2008 and is responsible for equity portfolio management and research. Jason began his experience in the investment industry in 1998, and was the Managing Director, Head of Research for Quantitative Services Group. Jason holds an MBA in Finance from Notre Dame and a BS in Business, with a major in Finance and a minor in Physics from Miami University. In addition, Jason holds the Chartered Financial Analyst® (CFA) designation, is a member of the CFA Institute, the CFA Society of Chicago and the Chicago Quantitative Alliance
Ernesto Ramos Portfolio Manager 2021 2023
背景介紹 Ernesto is the managing director of active equities and a portfolio manager at BMO Global Asset Management. He joined the company in 2005. Ernesto began his investment management career in 1992 with Batterymarch Financial Management. He holds a Ph.D. and an M.S. in statistics from Harvard University and a B.S. in mathematics from MIT.
Thomas P. Lettenberger Portfolio Manager 2016 2023
背景介紹 Tom is responsible for equity portfolio management and research. He joined BMO Asset Management in 2005. Previously, he served as a vice president and portfolio manager at Columbia Management and as an equity research analyst at William Blair & Company, LLC. He entered the investment industry in 1994. He holds an M.A. in accounting and a B.B.A. in finance and accounting from the University of Michigan. In addition, Tom is a CFA® charterholder, a Certified Public Accountant (CPA) and a member of the CFA Institute and the CFA Society of Chicago.
David A. Corris Portfolio Manager 2016 2021
背景介紹 Mr. Corris ,CFA, has been cochair of the committee since November 1, 2021. During the past five years, Mr. Corris has served as a portfolio manager with the Firm and, prior to joining the Firm, he served as a portfolio manager and the head of the Disciplined Equity team, a hybrid quant and fundamental platform, at the Bank of Montreal Global Asset Management (BMO). He holds an M.B.A. from Harvard Business School and a B.S. in mathematics and quantitative economics from the University of Wisconsin.
Patrick M. Gundlach Portfolio Manager 2007 2016
背景介紹 Patrick Gundlach, CFA Portfolio Manager Patrick has been a manager for the Fundamental Small- and Mid-Cap Growth investment teams since 2007 and had served as an equity analyst for both investment strategies since 2004. Previously, Patrick was a research analyst for the Nicholas Company, where he focused on small and mid-cap equities. He holds a BBA and MS in Finance from the University of Wisconsin. As a student in the university’s Applied Securities Analysis Program, he served as portfolio manager, equity analyst and accountant for the Badgerfund, a small-cap domestic equity fund.
Kenneth S. Salmon Portfolio Manager 2004 2016
背景介紹 Kenneth S. Salmon Portfolio Manager Ken has been a manager for the Fundamental Small-and Mid-Cap Growth investment teams since April 2004. Ken began his investment career in 1986 as an analyst at C.L. King & Associates, later joining Tucker, Anthony, Sutro as a senior analyst covering growth stocks. He joined the firm as an analyst in 2000. He holds a BA degree from State University of New York at Potsdam (Cum Laude).
James A. Stark Co-Portfolio Manager 2004 2007
背景介紹 Joined CastleArk in 2007 Investment Experience since 1987 University of Wisconsin, BBA, Finance: 1983 Northwestern University, MBA, Finance & Marketing: 1987 Jim began his career as an equity analyst at Investment & Capital Management in 1987. He then joined Kemper Financial Services as a research analyst supporting the portfolio managers, two of whom were Jerry Castellini and Bob Takazawa. In 1993, Jim joined American Century as a small cap growth portfolio manager. After 12 years managing small cap growth portfolios, Jim teamed with Greg Baxter at M&I Investment Management.
Sean A. McLeod Equity Portfolio Manager 2000 2004
背景介紹 Sean McCleod. Sean joined Dana Investment Advisors in October 2016 and is currently an Equity Analyst. Sean graduated from the University of Wisconsin-Madison with a BA in Finance, Investments, and Banking in 1994 and earned an MS in Finance, Investments, and Banking in 1996. Sean has held numerous positions, including Equity Analyst, Portfolio Manager, and Director of Equities since entering the industry in 1996. Sean is a CFA® charterholder and a member of the CFA Institute.
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