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Columbia Select Small Cap Value Fund Institutional Class (CSSZX)
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Columbia Select Smaller-Cap Value Z
24.75
-0.37
-1.47%
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CSSZX Overview
On this page you'll find an in-depth profile of Columbia Select Small Cap Value Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of CSSZX among other information.
Investment Strategy
The investment seeks to provide shareholders with long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of small capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 2000® Value Index (the index) at the time of purchase.
Contact Information
Address
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
Phone
+1 8003456611
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jonas Patrikson | Senior Portfolio Manager | 2018 | Now |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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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