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Columbia Select Small Cap Value Fund Institutional Class (CSSZX)

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24.75 -0.37    -1.47%
01/10 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  美国
发行商:  Columbia
资产类别:  股票
  • 晨星评级:
  • 总资产: 37.34M
Columbia Select Smaller-Cap Value Z 24.75 -0.37 -1.47%

CSSZX概述

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

Small Value

总资产

37.34M

费用

1.02%

开始日期

40448

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
Jonas Patrikson Senior Portfolio Manager 2018 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.
Kari L. Montanus Senior Portfolio Manager 2014 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.
David I. Hoffman Director 2018 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
Richard Taft Portfolio Manager 2016 2018
背景介紹 Mr. Taft joined Columbia in 2011. Mr. Taft began his investment career in 1997 and earned a B.A. and an M.B.A. from the University at Buffalo.
Richard S. Rosen Senior Portfolio Manager 1997 2018
背景介紹 Mr. Rosen joined one of the Columbia Management legacy firms or acquired business lines in 2008. Mr. Rosen began his investment career in 1982.
Neil T. Eigen Managing Director 1997 2014
背景介紹 Neil T. Eigen is a Managing Director of J. & W. Seligman & Co. Incorporated, his employer since 1997. As Head of the Seligman Value Team, Mr. Eigen supervises a team of investment professionals, who, together, manage the Seligman Value Fund comprised of Seligman Large-Cap Value Fund and Seligman Small-Cap Value Fund. Additionally, the Team manages institutional assets in the value investing style. Mr. Eigen has more than 30 years of investment experience.
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