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 $584 billion. Whatever world you want, our purpose is to help you achieve it. We do this by being globally connected, intense about research, having a responsible ethos and a focus on continuous improvement.
Source: Columbia Threadneedle Investments as of December 31, 2022.
Andrew Smith is a Client Portfolio Manager within the US Equities team. In this role, he is responsible for providing detailed information on the company’s US equity capabilities and investment views to existing and prospective clients as well as to consultants and other intermediaries.
Before joining the US Equities team in 2018, Andrew worked as a Product Manager where he was involved in a number of product change initiatives across the fund range. Prior to this, he worked as a Market Intelligence Analyst in Distribution and as a graduate Business Analyst in the Technology department.
Andrew has an MA in Geography from the University of Cambridge. He also holds the Investment Management Certificate.
Sales Director Nordics
+46 850 256 538
Victor.Rozental@columbiathreadneedle.com
Sales Director Nordics
+46 850 256 538
Victor.Rozental@columbiathreadneedle.com
( as of 31 March 2023 )
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The Fund invests at least two-thirds of its assets in shares of smaller companies in the US or companies that have significant
operations there. These companies will typically have a market value between US$ 500 million and US$ 10 billion at the time of
purchase.
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 |
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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