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Columbia Thermostat Fund Institutional Class (COTZX)
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12/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 579M
Columbia Thermostat Z
16.58
-0.07
-0.42%
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COTZX Overview
On this page you'll find an in-depth profile of Columbia Thermostat Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of COTZX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund is primarily managed as a fund that invests in other funds that seeks to achieve its investment objective by investing its assets among a selected group of underlying stock and bond mutual funds and ETFs. It allocates at least 95% of its net assets (stock/bond assets) among the portfolio funds according to an asset allocation table based on the current level of the Standard & Poor’s (S&P) 500® Index. The fund may invest up to 5% of net assets plus any cash received that day in cash, high quality short-term paper and government securities.
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 |
|---|---|---|---|
| Corey Lorenzen | Performance Analyst | 2023 | Now |
| Biography | Mr. Lorenzen joined Columbia Management Investment Advisers in 2012 as a performance analyst. Mr. Lorenzen began his investment career in 2012 and earned a B.S. from the University of Wisconsin - Madison and a M.S. from the University of Wisconsin - Milwaukee. | ||
| Alex M. Rivas | - | 2022 | Now |
| Biography | Mr. Rivas joined Columbia Management, an affiliate of the Investment Manager in 2017. Mr. Rivas has served as Assistant Vice President of the Investment Manager since February 2018. Prior to joining Columbia Management, Mr. Rivas was a trading specialist with Blackrock Advisors, LLC. Mr. Rivas began his investment career in 2009 and earned a B.S. from Georgia Institute of Technology and a Master’s degree in Finance from Princeton University. | ||
| Anwiti Bahuguna | Senior Portfolio Manager | 2018 | 2023 |
| Biography | Anwiti Bahuguna is a senior portfolio manager with the Global Asset Allocation Team at Columbia Threadneedle Investments. She is responsible for asset allocation research and portfolio management of the asset allocation funds and separately managed accounts. Dr. Bahuguna joined one of the Columbia Threadneedle Investments legacy firms in 2002. Previously, Dr. Bahuguna worked at Fleet in its corporate strategy and development group, where she provided investment banking analysis on transactions such as mergers and acquisitions in all types of financial services companies. Prior roles have also involved strategic planning for restructuring and positioning the corporation and its components for growth and expansion. She has been a member of the investment community since 1998. Dr. Bahuguna received a B.S. in economics and mathematics from St. Stephen’s College, Delhi University, and a Ph.D. in economics from Northeastern University. | ||
| Joshua Kutin | Portfolio Manager | 2018 | 2022 |
| Biography | Joshua Kutin is a senior portfolio manager for the Global Asset Allocation team and Head of Asset Allocation, North America at Columbia Threadneedle Investments, with a focus on global asset allocation and alternatives. Prior to joining Columbia Threadneedle in 2015, Mr. Kutin worked at Putnam Investments as a portfolio manager on the Global Asset Allocation Team. He has been a member of the investment community since 1998. Mr. Kutin received a B.S. in Economics and a B.S. in Mathematics with Computer Science from Massachusetts Institute of Technology, as well as an M.S. in finance from Princeton University. In addition, he holds the Chartered Financial Analyst® designation. | ||
| Jeffrey L. Knight | Head | 2018 | 2018 |
| Biography | Mr. Knight joined the firm in February 2013 as Head of Global Asset Allocation. Prior to joining theI company, Mr. Knight was at Putnam Investments from 1993 to 2013, most recently as head of global asset allocation. Mr. Knight began his investment career in 1987 and earned a BA from Colgate University and an MBA from Tuck School of Business. | ||
| David L Frank | - | 2016 | 2018 |
| Biography | Mr. Frank’s service with Wanger Select commenced in 2002. Mr. Frank has been associated with CWAM or its predecessors since 2002 and has been a Vice President of Wanger Advisors Trust since 2014. Mr. Frank began his investment career in 1998 and earned a B.A. from Yale University and an M.B.A. from the University of Chicago. | ||
| Christopher J. Olson | Portfolio Manager | 2014 | 2016 |
| Biography | Chris Olson is a Principal and Portfolio Manager at High Pointe Capital Management. Prior to High Pointe, he was a Portfolio Manager at Columbia Wanger Asset Management in Chicago for 15 years where he managed both equity and balanced mutual funds. Chris has devoted his career to search for overlooked and attractive investment opportunities all across the globe. He began his investment management career at Yasuda Kasai Brinson in Tokyo in 1991 and later joined the parent company, Brinson Partners, to help start the firm’s Emerging Markets investment strategy. He has lived and worked in Sweden, Japan and Taiwan. He is proficient in Mandarin Chinese and has studied five other foreign languages. Chris holds an MBA from the Wharton School of Business and an MA in International Studies from the School of Arts and Sciences, both at the University of Pennsylvania. He graduated from Middlebury College with a BA in Political Science. Chris is a Chartered Financial Analyst (CFA) having earned his charter in 1998 and is a member of CFA Chicago. His civic responsibilities include his role as Vice Chairman of the Board at Swedish Covenant Hospital in Chicago and a Trustee at Lincoln Academy in Maine. | ||
| Charles P. McQuaid | CIO (Chief Investment Officer) | 2002 | 2016 |
| Biography | Mr. McQuaid has been associated with the Investment Manager or its predecessors as an investment professional since 1978. He served as a Trustee of the Trust from 1992 until February 2015, as President of the Trust from 2003 through March 2014, and is currently a Vice President of the Trust. From October 2003 through March 2014, Mr. McQuaid served as President and Chief Investment Officer of the Investment Manager or its predecessors. Mr. McQuaid began his investment career in 1976 and earned a B.B.A. from the University of Massachusetts and an M.B.A. from the University of Chicago. | ||
| Robert A. Mohn | Director | 2011 | 2011 |
| Biography | Mr. Mohn has been associated with the Investment Manager or its predecessors as an investment professional since 1992 and has been a Vice President of the Trust since 1997. Mr. Mohn began his investment career in 1983 and earned a B.S. from Stanford University and an M.B.A. from the University of Chicago. | ||
| Ralph Wanger | CIO | 2002 | 2005 |
| Biography | Wanger is currently chief investment officer of Wanger Asset Management. Previously, he was a principal and director with Harris Associates, where he was employed for more than 30 years. Wanger earned the Chartered Financial Analyst designation in 1967. | ||
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