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Rating:A $1.3B-AUM Fund Reaches a Silver Milestone Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, August 5, 2021

A $1.3B-AUM Fund Reaches a Silver Milestone

Reported by Neil Anderson, Managing Editor

The folks at the $593-billion-AUM asset management arm of a publicly traded financial services company celebrated a top-rated fund's silver anniversary last week.

William F. "Ted" Truscott
Columbia Threadneedle
On July 28, the Columbia Flexible Capital Income Fund reached its 10th birthday. The $1.3-billion-AUM allocation mutual fund is still PMed by its two launch PMs — David King (head of income and growth strategies at Ameriprise's Columbia Threadneedle [profile]) and Yan Jin — and a third PM, Grace Lee, joined the fund's PM team last year.

The trio use a bottom-up, go-anywhere approach to managing the fund, which is currently rated five stars.

"There is a misconception that different analytical skills are required to assess various types of securities," King states. "I disagree. My team and I are focused on a firm's cash flow and balance sheet, regardless of security type." 

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