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Columbia Select Large Cap Value Fund Institutional Class (CSVZX)

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34.36 -0.15    -0.43%
11/03 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Columbia
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.57B
Columbia Select Large-Cap Value Z 34.36 -0.15 -0.43%

CSVZX Overview

 
On this page you'll find an in-depth profile of Columbia Select Large Cap Value Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of CSVZX among other information.
Category

Large Value

Total Assets

1.57B

Expenses

0.55%

Inception Date

40448

Contact Information

Address P.O. Box 8081
Boston,MA 02266-8081
United States
Phone +1 8003456611

Top Executives

Name Title Since Until
Jeffrey Wimmer - 2024 Now
Biography Jeffrey Wimmer is a portfolio manager for Columbia Threadneedle Investments. Mr. Wimmer’s analytical focus is on small and mid-cap value strategies. He joined one of the Columbia Threadneedle Investments firms in 2014. Previously, Mr. Wimmer was an associate at Samson Capital where he worked on alternative investment strategies investing across the capital structure. Prior to that, he worked at J.P. Morgan in sell-side research as a member of an Institutional Investor ranked team. Mr. Wimmer received a bachelor’s degree in finance from Indiana University and an MBA from Cornell University. In addition, he holds the Chartered Financial Analyst® designation.
Richard Taft Portfolio Manager 2016 Now
Biography Mr. Taft joined Columbia in 2011. Mr. Taft began his investment career in 1997 and earned a B.A. and an M.B.A. from the University at Buffalo.
Richard S. Rosen Senior Portfolio Manager 1997 2024
Biography Mr. Rosen joined one of the Columbia Management legacy firms or acquired business lines in 2008. Mr. Rosen began his investment career in 1982.
Kari L. Montanus Senior Portfolio Manager 2014 2018
Biography Kari Montanus is a portfolio manager on the Columbia Focused Value Team at Columbia Threadneedle Investments. Ms. Montanus joined one of the Columbia Threadneedle Investments legacy firms in 2003. Previously, she worked for Goldman Sachs & Co. as a vice president of investment research. Prior to that, she was an associate analyst of equity research for Morgan Stanley Dean Witter & Co. and for Morgan Stanley & Company in their Tokyo, Japan office. Ms. Montanus received a B.A. in international relations from Stanford University and an MBA in finance from The Wharton School, University of Pennsylvania.
Neil T. Eigen Managing Director 1997 2014
Biography Neil T. Eigen is a Managing Director of J. & W. Seligman & Co. Incorporated, his employer since 1997. As Head of the Seligman Value Team, Mr. Eigen supervises a team of investment professionals, who, together, manage the Seligman Value Fund comprised of Seligman Large-Cap Value Fund and Seligman Small-Cap Value Fund. Additionally, the Team manages institutional assets in the value investing style. Mr. Eigen has more than 30 years of investment experience.
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