The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

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." 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2024: Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use