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- 总资产: 1.05B
Columbia Mid Cap Value A
14.33
+0.02
+0.14%
CMUAX概述
本页面提供Columbia Select Mid Cap Value Fund Class A的详细介绍，帮助您了解CMUAX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
电话
+1 8003456611
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Kari L. Montanus | Senior Portfolio Manager | 2018 | now |
| 背景介紹 | Kari Montanus is a portfolio manager on the Columbia Focused Value Team at Columbia Threadneedle Investments. Ms. Montanus joined one of the Columbia Threadneedle Investments legacy firms in 2003. Previously, she worked for Goldman Sachs & Co. as a vice president of investment research. Prior to that, she was an associate analyst of equity research for Morgan Stanley Dean Witter & Co. and for Morgan Stanley & Company in their Tokyo, Japan office. Ms. Montanus received a B.A. in international relations from Stanford University and an MBA in finance from The Wharton School, University of Pennsylvania. | ||
| Jonas Patrikson | Senior Portfolio Manager | 2014 | now |
| 背景介紹 | Jonas Patrikson is a portfolio manager for Columbia Threadneedle Investments. Mr. Patrikson joined one of the Columbia Threadneedle Investments legacy firms in 2004. Previously, Mr. Patrikson served as a senior research analyst at Nordberg Capital and as an investment manager in Sweden working for SIF and Svenska Kreditforsakrings AB. He has been a member of the investment community since 1990. Mr. Patrikson holds a B.A. in Finance and Accounting from University of Linkoping, Sweden. In addition, he holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Portland. | ||
| David I. Hoffman | Director | 2004 | 2019 |
| 背景介紹 | David Hoffman is a senior portfolio manager at Columbia Threadneedle Investments. He is co‐lead portfolio manager on a midcap value product and portfolio manager on a smid‐cap value product. Mr. Hoffman joined one of the Columbia Threadneedle Investments legacy firms in 2001. Prior to his curren trole, Mr. Hoffman held other key research positions, including director of equity research, deputy director of research, and senior research analyst. Previously,Mr. Hoffman worked for Zurich Scudder Investments in several capacities. In addition to serving as an equity analyst covering consumer staples companies and real estate investment trusts, Mr. Hoffman co‐managed a dividend and growth fund, and co‐managed the firm’s value team of more than 20 portfolio managers and analysts. His earlier investment experience includes tenure as managing director, portfolio manager and analyst at HVB Asset Management, and as a vice president in real estate investments at Hypo Bank and its affiliates. He began his career in financial services at Swiss Bank Corp. He has been a member of the investment community since 1986. Mr. Hoffman received a B.A. in American and Russian studies from Grinnell College and an M.A. in International Affairs from Columbia University | ||
| Nicolas Janvier | Portfolio Manager | 2015 | 2018 |
| 背景介紹 | Nicolas Janvier is Head of US Equities, EMEA, at Columbia Threadneedle Investments. He took up this role in October 2020 and leads the London-based team which manages a significant US equities franchise for clients. Mr Janvier has been with the company for 14 years, working as a US equities portfolio manager in both our US and London offices. He is currently lead manager for the Threadneedle American strategy and Threadneedle American Smaller Companies strategy, as well as ESG portfolios managed by the London team. He is also co-portfolio manager of the Columbia Large Cap Growth Opportunity strategy. Mr Janvier joined the company in 2006, spending eight years in our New York office as a portfolio manager in the Value Strategies team focusing on US mid and small cap companies. Prior to this, Mr Janvier was a portfolio manager with the Private Bank at Bank of America. Mr Janvier holds a BSc in Telecommunications-Operations from the University of Florida. He also holds the Chartered Financial Analyst designation. | ||
| Diane L. Sobin | Senior Equity Portfolio Manager, Managing Director | 2013 | 2018 |
| 背景介紹 | Ms. Sobin is a Managing Director and member of Tradition’s Investment Committee. As a portfolio manager, she leads the Environmental, Social, Governance and Female Focus strategies for the firm. Ms. Sobin has over three decades of investment management experience including seventeen years with Columbia Threadneedle Investments (a division of Ameriprise Financial) in both New York and London, where she was Senior Portfolio Manager, Executive Director and head of U.S. Equities. She was recognized as one of the top 100 Women in Finance in Europe in 2014 by European Financial News. Ms. Sobin has lead managed core equity, mid and small cap equities and dividend growth funds at Columbia Threadneedle, Zurich Scudder, JP Morgan (formerly Chase Manhattan) and Oppenheimer Funds. She holds a Chartered Financial Analyst designation and is a member of the CFA Society of New York. Ms. Sobin graduated from Pace University with a Bachelor of Business Administration in Finance. | ||
| Lori J. Ensinger | Managing Director | 2001 | 2013 |
| 背景介紹 | Lori J. Ensinger, a managing director of Columbia Advisors, is the lead manager for the Fund and has managed the Fund since August, 2005. Ms. Ensinger has been associated with Columbia Advisors or its predecessors since August, 2001. Prior to August, 2001, Ms. Ensinger directed the investment strategy for all institutional assets managed under the U.S. large-cap value style at Zurich Scudder Investments, Inc. from 1999 to 2001. | ||
| Noah J. Petrucci | Portfolio Manager | 2002 | 2012 |
| 背景介紹 | Mr. Petrucci, portfolio manager, joined Lord Abbett in September 2012. Mr. Petrucci previously was a Portfolio Manager at Columbia Management Investment Advisers, LLC and Columbia Management Advisors, LLC from 2002 to 2012. His prior experience includes: Assistant Vice President at Zurich Scudder Investments. Mr. Petrucci received a BA from the University of Massachusetts. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1993. | ||
| Diane L. Sobin | Senior Equity Portfolio Manager, Managing Director | 2001 | 2011 |
| 背景介紹 | Ms. Sobin is a Managing Director and member of Tradition’s Investment Committee. As a portfolio manager, she leads the Environmental, Social, Governance and Female Focus strategies for the firm. Ms. Sobin has over three decades of investment management experience including seventeen years with Columbia Threadneedle Investments (a division of Ameriprise Financial) in both New York and London, where she was Senior Portfolio Manager, Executive Director and head of U.S. Equities. She was recognized as one of the top 100 Women in Finance in Europe in 2014 by European Financial News. Ms. Sobin has lead managed core equity, mid and small cap equities and dividend growth funds at Columbia Threadneedle, Zurich Scudder, JP Morgan (formerly Chase Manhattan) and Oppenheimer Funds. She holds a Chartered Financial Analyst designation and is a member of the CFA Society of New York. Ms. Sobin graduated from Pace University with a Bachelor of Business Administration in Finance. | ||
| Christopher K. Richey | Principal | 2001 | 2004 |
| 背景介紹 | Professional Experience: • 30 years of investment and securities experience • Neosho Capital (2003-present), Principal • Brandes Investment Partners (1996-2003), Director of Mutual Fund Portfolio Management • Cooley Godward Huddleson and Tatum (1993-1996) Associate, Securities Law • Union Bank of Switzerland (1989-1990), Credit Officer, Leveraged Buy-outs • Marine Midland Bank (1986 - 1989), Credit Officer, Leveraged Buy-outs | ||
| Management Team | - | 2001 | 2001 |
| 背景介紹 | Team Managed | ||
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