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Columbia Disciplined Core Fund Class A (AQEAX)
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24/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 4.49B
Columbia Disciplined Core A
15.06
+0.13
+0.87%
- Overview
- Profile
- Historical Data
- Holdings
AQEAX Overview
On this page you'll find an in-depth profile of Columbia Disciplined Core Fund Class A. Learn about the key management, total assets, investment strategy and contact information of AQEAX among other information.
Investment Strategy
The investment seeks to provide shareholders with long-term capital growth. Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the S&P 500 Index (the index) at the time of purchase. It may invest in derivatives, such as futures (including equity futures and index futures) for cash equitization purposes.
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 |
|---|---|---|---|
| Oleg Nusinzon | Portfolio Manager | 2021 | Now |
| Biography | Oleg Nusinzon is a senior portfolio manager on the Systematic Strategies Team for Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2020. Previously, Mr. Nusinzon spent ten years at PanAgora Asset Management, where he was a Director and a Lead Portfolio Manager on a flagship active global equity product. Prior to that, Mr. Nusinzon was an equity research analyst at Fidelity Investments building quantitative stock, industry and country models for a broad group of fund mandates. Mr. Nusinzon began his investment career at Salomon Brothers (currently Citigroup) in 1997. Mr. Nusinzon was a founding member of Communicator Inc (currently Markit), a start-up that developed Bond.Hub, an award-winning fixed income research platform. Mr. Nusinzon received an MBA from Chicago Booth School of Business, and a BSE in Mathematics and Computer Science from the University of Pennsylvania. He holds the Chartered Financial Analyst®designation and is a member of CFA Society in Boston. | ||
| Raghavendran Sivaraman | Co-Portfolio Manager | 2019 | Now |
| Biography | Raghavendran Sivaraman is a portfolio manager on the Quantitative Strategies Team for Columbia Threadneedle Investments. He began his investment career at one of the Columbia Threadneedle Investments legacy firms in 2007. Dr. Sivaraman received a B.Tech. in computer science engineering from the Indian Institute of Technology, Madras and a Ph.D. in operations research from the Massachusetts Institute of Technology. In addition, he holds the Chartered Financial Analyst® designation. | ||
| Peter Albanese | Senior Portfolio Manager | 2014 | 2021 |
| Biography | Mr. Albanese joined Columbia Management Investment Advisers, LLC in August 2014. Prior to joining the firm, Mr. Albanese was a Managing Director and Senior Portfolio Manager at Robeco Investment Management. Mr. Albanese began his investment career in 1991 and earned a B.S. from Stony Brook University and an M.B.A. from the Stern School of Business at New York University. | ||
| Brian M. Condon | Director | 2010 | 2020 |
| Biography | Brian Condon is the head of quantitative strategies for Columbia Threadneedle Investments. Mr. Condon is also the portfolio manager for the enhanced core and disciplined equity strategies and the lead manager for the firm’s research market neutral product. In addition, he oversees the quantitative research group, responsible for developing and implementing quantitative stock selection models used throughout the firm’s equity products. The quantitative research group also supports portfolio construction and risk budgeting. Prior to these roles, Mr. Condon was a portfolio manager and head of quantitative research since 2003, as well as a senior quantitative analyst on the structured equity and value teams. Condon joined one of the Columbia Threadneedle Investments legacy firms in 1999. Previously, Mr. Condon worked as a portfolio manager and quantitative research analyst at INVESCO Management & Research. Mr. Condon has been a member of the investment community since 1993. He received a B.A. from Bryant University and an M.S. in finance from Bentley University. He is a member of the Boston Security Analysts Society, CFA Institute and the CAIA Association. In addition, he holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. | ||
| Oliver E. Buckley | Portfolio Manager | 2011 | 2014 |
| Biography | Mr. Buckley joined the Columbia in July 2011. From 2000 to 2010, Mr. Buckley was Head of Active Equity for Mellon Capital Management. He began his investment career in 1989 and earned a B.S. and M.S. from Stanford University and an M.B.A. from University of California, Berkeley. | ||
| Gina K. Mourtzinou | Portfolio Manager | 2003 | 2010 |
| Biography | Dr. Mourtzinou, is an Alpha Dynamics partner and heads up the equity and asset allocation strategies. Previously she was a Senior Portfolio Manager at Columbia Management and its predecessor RiverSource Investments where she was responsible for managing large-cap and small/mid cap equity and asset allocation portfolios. Prior to RiverSource, she co-founded Dynamic Ideas LLC, a consulting firm that specialized in the development of quantitative tools for the asset management industry, where she served as Vice President of Research and Analytics, 1999 to 2002. She began her investment career as a consultant to asset managers in 1996. She received her Ph.D. in Operations Research from the Massachusetts Institute of Technology and her B.S. in Communications Systems at the National Technical University of Athens. She has spoken at numerous industry events on the use of robust optimization and applications in financial planning and investments. She has published articles in the premier academic journals for stochastic systems and optimization. She holds the Series 7, 63, and 65. | ||
| Dimitris J. Bertsimas | Senior Portfolio Manager | 2003 | 2010 |
| Biography | Dr. Bertsimas is a founding partner of Alpha Dynamics and is responsible for overseeing the firm’s business activities. He is the Boeing Professor and co-director of the Operations Research Center at the Massachusetts Institute of Technology (MIT), where he has been a member of the faculty since 1988. Formerly a Senior Portfolio manager and the head of quantitative investments at RiverSource Investments where he was responsible for managing $12 billion in mutual funds, separate accounts, and hedge funds. In 1998 Dr. Bertsimas co-founded Dynamic Ideas LLC whose assets were sold to American Express in 2002. He has over 20 years of investment management experience and has served as a consultant to well-known investment managers. He has received numerous research awards and he is a member of the National Academy of Engineering. Dr. Bertsimas has written over 130 papers in optimization, data mining, applied probability and quantitative finance and he has written 3 textbooks that are used in over 40 universities around the world. Dr. Bertsimas has a PhD in Applied Mathematics and Operations Research from MIT. He holds the Series 7 and 63. | ||
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