Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
👀 Ones to watch: The MOST undervalued stocks to buy right now
See Undervalued Stocks
Columbia Contrarian Core Fund Institutional Class (SMGIX)
Add to/Remove from Watchlist
Add to Watchlist
35.99
-0.39
-1.07%
27/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 6.2B
Columbia Contrarian Core Z
35.99
-0.39
-1.07%
- Overview
- Profile
- Historical Data
- Holdings
Columbia Contrarian Core Fund Institutional Class Overview
On this page you'll find an in-depth profile of Columbia Contrarian Core Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of SMGIX among other information.
Investment Strategy
The investment seeks total return, consisting of long-term capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks. In addition, under normal circumstances, it invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the fund's investment manager believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20% of its net assets in foreign 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 |
|---|---|---|---|
| Guy W. Pope | Senior Vice President | 2005 | Now |
| Biography | Guy Pope is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Pope joined one of the Columbia Threadneedle Investments legacy firms in 1993 and has been in his current position since 2004. He has been a member of the investment community since 1993. Mr. Pope received a B.A. in political economics from Colorado College and an MBA from Northwestern University. In addition, he is a member of the CFA Institute and the Security Analysts of Portland. He holds the Chartered Financial Analyst® designation. | ||
| Jeffrey D. Huffman | Portfolio Manager | 2005 | 2006 |
| Biography | Huffman is a portfolio manager with Columbia Management, and has been associated with Columbia Management or its predecessors since April, 2000. Previously, he was vice president and senior portfolio manager with WM Advisors from January 1995 to March 2000. Prior to that, he spent a year as a vice president and trust portfolio manager with First Interstate Bank. Huffman holds the Chartered Financial Analyst designation. | ||
| Sean Wilson | Senior Portfolio Manager, Co-Head | 2003 | 2005 |
| Biography | Mr. Wilson joined LR Global in 2005 as a Principal and Chief Investment Officer. Mr. Wilson oversees the investment strategy of the LR Global Frontier Fund, splitting times between New York and our Hanoi office. During his nearly ten years with the firm, he has built its current investment processes, research department, quantitative tools, and portfolio risk model, and has conducted many research studies specific to Frontier Markets investing. Mr. Wilson began his career as a quantitative analyst and foreign exchange trader at Grantham, Mayo, Van Otterloo & Co. After a two-year period with Phoenix Investment Council as an international equity analyst, he joined Rockefeller & Co. as an international equity analyst and subsequently made managing director, where his responsibilities included director of research and portfolio manager. Before joining LR Global, he was a senior portfolio manager at Columbia Management Group managing several billion dollars in assets under management. These positions, and the over 1,000 companies visited during his career prior to LR Global, prepared him for the diversity of Frontier Markets and provided a deep understanding of both quantitative and fundamental analytical disciplines. During his past 24 years working in the investment industry, Mr. Wilson managed a diverse set of portfolios including Japanese Small Capitalization, U.S. Large Capitalization, International and Shariah-compliant funds. Mr. Wilson is deeply familiar with financial market bubbles and downturns. He managed a Japanese portfolio after the Japanese bubble in the early 1990s, an international portfolio during the currency crisis of the late 1990s, a U.S. portfolio during the information technology bubble of the early 200s, and a Frontier Markets portfolio during the financial crisis of 2008. The breadth and depth of Mr. Wilson’s experience has been instrumental in creating the information flow, tools and processes used in the firm’s approach to such a unique and diverse asset class. Mr. Wilson received his B.S. in Finance from Northeastern University in 1990 and is a Chartered Financial Analyst charterholder | ||
| Michael Pelosi | Senior Portfolio Manager | 2003 | 2005 |
| Biography | Michael Pelosi is a senior portfolio manager on the Large-Cap Core Team for Columbia Management, responsible for the management of Nations Strategic Growth Fund. Mr. Pelosi may also manage other investment products for both BACAP and Columbia Management. Mr. Pelosi has served as a senior portfolio manager with the firm since 1994. Mr. Pelosi was also a member of the equity strategy group with the firm from 1995 to 2000. Mr. Pelosi has been in the investment community since 1986. He has been responsible for managing aggregate assets exceeding $1.3 billion for institutional portfolios, a collective fund and several taxable relationships. Mr. Pelosi earned his bachelor's degree and his MBA, both magna cum laude, from the University of Connecticut. He is a member of the Hartford Society of Security Analysts. | ||
| Gregory Miller | Co-Portfolio Managers, Analyst | 1998 | 2003 |
| Biography | Miller has served as Co-Portfolio Managers of the Fund For Income since 2001 and also serve as Co-Portfolio Managers of another First Investors Fund. He joined FIMCO in 1991 as a securities analyst for the High Yield Department. In addition to his experience at Fleet, Miller has been a portfolio manager with Brundage, Story & Rose. | ||
| Brendan Henebry | - | 1992 | 1998 |
Write your thoughts about Columbia Contrarian Core Fund Institutional Class
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review