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Columbia Integrated Large Cap Growth Fund Class Advisor Class (MLCIX)
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22.17
+0.09
+0.41%
- Morningstar Rating:
- Total Assets: 37.9M
BMO Large-Cap Growth I
22.17
+0.09
+0.41%
- Overview
- Profile
- Historical Data
- Holdings
Columbia Integrated Large Cap Growth Fund Class Advisor Class Overview
On this page you'll find an in-depth profile of Columbia Integrated Large Cap Growth Fund Class Advisor Class. Learn about the key management, total assets, investment strategy and contact information of MLCIX among other information.
Investment Strategy
The investment seeks to provide shareholders with capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large capitalization companies. The fund invests substantially in securities of U.S. issuers. The fund generally invests in common stocks. The fund may at times emphasize one or more sectors in selecting its investments, including the information technology sector.
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 |
|---|---|---|---|
| Raghavendran Sivaraman | Co-Portfolio Manager | 2023 | 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. | ||
| Oleg Nusinzon | Portfolio Manager | 2023 | 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. | ||
| Jason C. Hans | Equity Portfolio Manager | 2012 | Now |
| Biography | Jason joined BMO Asset Management Inc in 2008 and is responsible for equity portfolio management and research. Jason began his experience in the investment industry in 1998, and was the Managing Director, Head of Research for Quantitative Services Group. Jason holds an MBA in Finance from Notre Dame and a BS in Business, with a major in Finance and a minor in Physics from Miami University. In addition, Jason holds the Chartered Financial Analyst® (CFA) designation, is a member of the CFA Institute, the CFA Society of Chicago and the Chicago Quantitative Alliance | ||
| David Rosenblatt | Equity Analyst | 2023 | 2023 |
| Biography | David is responsible for equity portfolio management and research. He joined BMO Global Asset Management in 2012. Previously, David worked as a consultant in the capital markets and risk management group at First Manhattan Consulting. David holds an M.B.A. with a concentration in analytic finance and economics from the University of Chicago Booth School of Business. He holds a B.A. from the University of Pennsylvania and is a CFA® charterholder. | ||
| Ernesto Ramos | Portfolio Manager | 2021 | 2023 |
| Biography | Ernesto is the managing director of active equities and a portfolio manager at BMO Global Asset Management. He joined the company in 2005. Ernesto began his investment management career in 1992 with Batterymarch Financial Management. He holds a Ph.D. and an M.S. in statistics from Harvard University and a B.S. in mathematics from MIT. | ||
| J.P. Gurnee | Vice President | 2020 | 2023 |
| Biography | J.P. Gurnee, CFA, is Portfolio Manager at Gurnee Group. He was formerly Senior Portfolio Manager on the Integrated Equity team at Columbia Threadneedle Investments, which he joined in 2021. In his role, he is responsible for equity portfolio management and research. Previously, he was a Portfolio Manager on the Disciplined Equity team at BMO Global Asset Management, which he joined in 2018. Prior to that, Mr. Gurnee served as an Analyst at Northern Trust. He started his career at Calamos Investments. He holds a B.A. in Economics cum laude from Hillsdale College and is a CFA charterholder. | ||
| David A. Corris | Portfolio Manager | 2013 | 2021 |
| Biography | Mr. Corris ,CFA, has been cochair of the committee since November 1, 2021. During the past five years, Mr. Corris has served as a portfolio manager with the Firm and, prior to joining the Firm, he served as a portfolio manager and the head of the Disciplined Equity team, a hybrid quant and fundamental platform, at the Bank of Montreal Global Asset Management (BMO). He holds an M.B.A. from Harvard Business School and a B.S. in mathematics and quantitative economics from the University of Wisconsin. | ||
| Ernesto Ramos | Portfolio Manager | 2012 | 2020 |
| Biography | Ernesto is the managing director of active equities and a portfolio manager at BMO Global Asset Management. He joined the company in 2005. Ernesto began his investment management career in 1992 with Batterymarch Financial Management. He holds a Ph.D. and an M.S. in statistics from Harvard University and a B.S. in mathematics from MIT. | ||
| Daniel L. Sido | Senior Partner | 2012 | 2013 |
| Biography | Daniel L. Sido is a Senior Partner and Portfolio Manager and joined Harris Investment Management in 1994. Dan joined the firm from St. Louis bringing 11 years experience as a Portfolio Manager of taxable and non-taxable equity and fixed income accounts and as a fundamental and quantitative research analyst. Dan is a member of the Chicago Quantitative Alliance and graduated from Bradley University with a B.S. in Finance and an M.B.A. from Saint Louis University. | ||
| Robert G. Cummisford | Vice President | 2007 | 2012 |
| Biography | As Chief Investment Officer, Rob is responsible for leading the firm's investment policy committee which provides asset allocation, portfolio modeling, capital market assumptions and investment manager guidance to clients. Rob also conducts manager research on traditional long-only and alternative investments. He provides client service to a number of CMC institutional clients. Rob has 25 years of financial industry experience including leadership positions in equity mutual fund management across a variety of styles and market capitalizations using both fundamental and quantitative techniques. In addition, he has been responsible for client portfolio management, quantitative securities research, mutual fund research, asset allocation analysis, and training. He has provided guidance to institutions and advisors on manager selection, asset allocation, and investor profiling. Rob co-authored Investing in Global Hard Assets: A Diversification Tool for Portfolios for Van Eck Global. Rob earned his Chartered Financial Analyst (CFA) designation in 1995 and is a member of the CFA Society of Milwaukee and the CFA Institute. He received his Bachelor of Arts degrees, cum laude, in Economics and Behavioral Sciences from Lake Forest College in 1990. | ||
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