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Columbia Large Cap Value Fund Institutional 3 Class (0P0000WTBR)

Fundos dos EUA

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16,940 -0,020 -0,12%

30/05 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 425,67M

Tipo: Fundo

Mercado: EUA

Emissor: Columbia

Classe de Ativo: Ações

0P0000WTBR - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Columbia Large Cap Value Fund Institutional 3 Class. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0000WTBR, entre outras informações.

Categoria

Large Value

Total de ativos

425,67M

Despesas

0,65%

Data de início

08.11.2012

Informações de Contato

Endereço P.O. Box 8081
Boston,MA 02266-8081
United States

Telefone +1 8003456611

Site www.columbiathreadneedleus.com

Principais Executivos

Nome	Título	Desde	Até
Arthur Hurley	Senior Portfolio Manager	2023	Agora
Biografia	Arthur Hurley is a senior portfolio manager on the Income Strategies Team and the lead portfolio manager on the Real Estate Equity Team at Columbia Threadneedle Investments. Mr. Hurley joined one of the Columbia Threadneedle Investments legacy firms in 2006. Previously, he was a portfolio manager for Lee Munder Capital Group. In this role, he was responsible for the management of REIT assets for corporate, institutional and high-net-worth clients. Prior to that, he served as the lead portfolio manager for the Tuckerman Group, the real estate investment arm of State Street Global Advisors (SSgA). Before joining the Tuckerman Group, Mr. Hurley managed portfolios, performed credit analysis and traded corporate bonds for SSgA’s active fixed-income group. He also played a key role in the development and implementation of new products and strategies. He began his career in financial services at State Street Corp. He has been a member of the investment community since 1994. Mr. Hurley received a B.A. in Finance from the University of Massachusetts. He is a member of the Boston Security Analysts Society, serves on the NAREIT Real Estate Investment Advisory Council and leads the Columbia Threadneedle Real Estate Roundtable. In addition, he holds the Chartered Financial Analyst® designation.
Hugh H. Mullin	Senior Portfolio Manager	2013	Agora
Biografia	Mr. Mullin joined the Columbia Management Investment Advisers, LLC in July 2013. Prior to joining the Columbia Management Investment Advisers, LLC , Mr. Mullin worked for CLSA, Asia Pacific Markets as Director, U.S. Equity Sales. Mullin is senior vice president and senior portfolio manager for Putnam Investments, his employer since 1986. Before joining the firm, he was a financial analyst with Honeywell Company from 1985 to 1986. Mullin is a Chartered Financial Analyst. He is a member of the Boston Security Analysts Society and also the Consumer Analyst Group of New York. Mr. Mullin earned a B.S. from the University of Massachusetts.
Russell T. Bloomfield	-	2013	2017
Biografia	Mr. Bloomfield joined the Columbia in May 2010 when it acquired the long-term asset management business of Columbia Management Group, where he worked as an investment professional since 2002. Mr. Bloomfield began his investment career in 1999 and earned a B.S. from the Wharton School at the University of Pennsylvania.
Dean A. Ramos	Co-Manager	2013	2013
Biografia	Mr. Ramos, senior portfolio manager, joined Columbia Management Investment Advisers, LLC in 2000. Mr. Ramos began his investment career in 1992 and earned a B.S. and an M.B.A. from the University of Minnesota.
Paul Stocking	Portfolio Manager	2006	2013
Biografia	Paul is a Portfolio Manager for Contrarian Equity. He joined Columbia Management (formerly, RiverSource Investments, LLC) in August 1995 and has been in the industry since 1987. He joined RiverSource Investments as the team leader for the Latin American Research Group, where he focused on Latin American banks, bottlers, brewers, and oil and gas companies. In August 1998, he assumed a senior equity analyst position focusing on brokerage and asset management companies in the financial sector and was promoted to Financial Sector Team Leader in 2002. Paul was promoted to Associate Portfolio Manager on the Contrarian Equity Team in August 2006 and moved into his current capacity as Portfolio Manager in June 2007. He was previously employed as the Vice President of Investment Banking at JP Morgan Securities. He earned a B.B.A. in Finance and Accounting from the University of Michigan School of Business and an M.B.A. with a concentration in Finance from the University of Chicago's Graduate School of Business.
Steven R. Schroll	Senior Portfolio Manager	2003	2013
Biografia	Mr. Schroll joined the Columbia Management Investment Advisers, LLC in 1998. Mr. Schroll began his investment career in 1981 and earned a B.S. from Drake University and completed work toward an M.B.A. from the University of Minnesota.
Laton Spahr	Portfolio Manager	2003	2013
Biografia	Mr. Spahr is the President of ALPS Advisors, and has served as portfolio manager of the ALPS Balanced Opportunity Fund since its inception in 2020, ALPS Active Equity Opportunity ETF since June 2023, and ALPS Asset Allocation Growth & Income since February 2025. Prior to his association with ALPS Advisors, Mr. Spahr was a Senior Vice President and Strategy Leader of the Value & Income Team for OppenheimerFunds from 2013 to 2019. Mr. Spahr holds an MS from the University of Wisconsin.
Warren E. Spitz	Vice President, Senior Portfolio Manager	2000	2009
Biografia	Warren is Vice President and Senior Portfolio Manager for the Contrarian Equity Team. Warren was previously employed as a portfolio manager with Prudential Global Asset Management from 1987 to 2000 and as a senior electric utilities analyst with Dean Witter Reynolds from 1985 to1987. Prior to Dean Witter Reynolds, he worked in the equity research department at Value Line where he was an underwriter with Travelers Insurance Company.
Keith Tufte	Vice President, Analyst	2000	2000
Biografia	Tufte joined American Express Financial Services in 1990. Previously, he was a vice president and analyst with J.P. Morgan Investment Management.
Kurt Winters	Portfolio Manager	1998	2000
Biografia	Kurt Winters has over 25 years of investment experience, as an analyst, a portfolio manager and as a senior investment officer. He has managed a variety of asset classes, including private equity, as well domestic and international stocks, bonds and derivatives on both long-only and long/short bases. Prior to joining Whitebox Advisors, LLC in 2012, Mr. Winters held investment positions at Ameriprise Financial, St. Paul Venture Capital, Tate Capital, RedSky Capital and Black River Asset Management. Mr. Winters holds a BA in English from Carleton College.

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