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Rating:20 Years, $2.628B AUM Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, December 16, 2021

20 Years, $2.628B AUM

Reported by Neil Anderson, Managing Editor

The team at a $714-billion-AUM fund firm is celebrating a big milestone for one of their equity mutual funds.

Kari L. Montanus
Columbia Threadneedle Investments
Portfolio Manager
Yesterday, Columbia Threadneedle Investments' [profile] Kari Montanus trumpeted that the Columbia Select Mid Cap Value Fund recently reached its 20-year anniversary. The high-conviction, bottom-up fund first launched on November 20, 2001 and now has $2.628 billion in AUM.

Montanus is the 20-year-old fund's lead PM, while Jonas Patrikson is the co-PM. (Montanus has been its lead PM since 2018.)

"Mid cap value is the 'sweet spot' of the market currently," Montanus states. "This overlooked asset class can be a source of diversification for investors, as it offers exposure to areas of the economy likely to benefit from more peristent inflation and the reopening of the economy." 

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