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09.05 - 09.25

PRESENTATION

Opportunities in US Equities: predictability and consistency in volatile times

As the US emerges from the shadow of the pandemic, volatility in equity markets remains elevated. The Fed is raising rates and switching to a programme of quantitative tightening while inflation and supply chain disruptions persist. In order to navigate these choppy markets in a volatile asset class, a truly active approach which leads to predictability and consistency of returns is as important as ever.
Hear from Client Portfolio Manager Andrew Smith as he outlines how he adds value through the cycle in the fund using a process which opens up the entire US equity universe. Andrew will explain how the fund has historically navigated different market environments using a fundamental bottom-up approach which derives alpha from stock selection and how he views the outlook for US equities.

Investing smarter for the world you want

At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with $584 billion. Whatever world you want, our purpose is to help you achieve it. We do this by being globally connected, intense about research, having a responsible ethos and a focus on continuous improvement.

Source: Columbia Threadneedle Investments as of December 31, 2022.

SPEAKER

Andrew Smith

Client Portfolio Manager
Columbia Threadneedle

Andrew Smith is a Client Portfolio Manager within the US Equities team. In this role, he is responsible for providing detailed information on the company’s US equity capabilities and investment views to existing and prospective clients as well as to consultants and other intermediaries.

Before joining the US Equities team in 2018, Andrew worked as a Product Manager where he was involved in a number of product change initiatives across the fund range. Prior to this, he worked as a Market Intelligence Analyst in Distribution and as a graduate Business Analyst in the Technology department.

Andrew has an MA in Geography from the University of Cambridge. He also holds the Investment Management Certificate.

CONTACT

Victor Rozental

Sales Director Nordics
+46 850 256 538
Victor.Rozental@columbiathreadneedle.com

Victor Rozental

Sales Director Nordics
+46 850 256 538
Victor.Rozental@columbiathreadneedle.com

FUND INFORMATION

THREADNEEDLE (LUX) AMERICAN SMALLER COMPANIES IU USD

ISIN: LU1878469359

Top 5 Holdings (%)

( as of 31 March 2023 )

No Data Found

Geographic Distribution

The Fund invests at least two-thirds of its assets in shares of smaller companies in the US or companies that have significant
operations there. These companies will typically have a market value between US$ 500 million and US$ 10 billion at the time of
purchase.

( as of 28 February )

1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Share Class (Net) 1.7 -1.7 -3.0 -4.9 3.8 31.0 19.8 13.9 13.8
Index (Gross) 1.1 -4.3 -6.8 -7.3 0.4 21.0 12.9 11.0 12.4
Fund (Gross) 1.8 -1.4 -2.4 -4.7 5.2 32.9 21.5 15.6 15.2

Scroll to reveal table results - - - >

Important information: Threadneedle (Lux) is a Luxembourg domiciled investment company with variable capital (“SICAV”), managed by Threadneedle Management Luxembourg S.A.. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness. The SICAV´s current Prospectus, the Key Investor Information Document (KIID) and the summary of investor rights are available in English and/ or in local languages (where applicable) from the Management Company Threadneedle Management Luxembourg S.A., International Financial Data Services (Luxembourg) S.A., your financial advisor and/or on our website www.columbiathreadneedle.com. Threadneedle Management Luxembourg S.A. may decide to terminate the arrangements made for the marketing of the SICAV. Issued by Threadneedle Management Luxembourg S.A. registered with the Registre de Commerce et des Sociétés (Luxembourg), Registered No. B 110242, 44 rue de la Vallée, L-2661 Luxembourg, Grand Duchy of Luxembourg. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.

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italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

Convertible Bonds

No Data Found

Green Bonds

No Data Found

Money Market

No Data Found

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Convertible Bonds

No Data Found

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

High Yield

No Data Found

Investment Grade

No Data Found

Convertible Bonds

No Data Found

EM Debt

No Data Found

Eurozone Government

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

US Treasuries

No Data Found

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

Asia ex Japan

No Data Found

US

No Data Found

European

No Data Found

Japan

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

Convertible Bonds

No Data Found

Green Bonds

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

United Kingdom

Asset Allocation - Equities - Historical Findings

United Kingdom

Asset Allocation - Equities - Historical Findings

Global

No Data Found

Global EM

No Data Found

Asia ex Japan

No Data Found

US

No Data Found

European

No Data Found

Japan

No Data Found

Frontier

No Data Found

Domestic

No Data Found

PANEL DEBATE II

How to Deal With Sustained Inflation

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

PANEL DEBATE I

Panel debate I theme title

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

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