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11.25
+0.01
+0.09%
- Morningstar Rating:
- Total Assets: 2.08B
Columbia Acorn Z
11.25
+0.01
+0.09%
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Columbia Acorn Fund Institutional Class Overview
On this page you'll find an in-depth profile of Columbia Acorn Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of ACRNX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the fund's benchmark, (the index) at the time of purchase. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets.
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 |
|---|---|---|---|
| Erika K Maschmeyer | Portfolio Manager | 2019 | Now |
| Biography | Ms. Maschmeyer has been associated with the Investment Manager as an investment professional since 2016. Ms. Maschmeyer heads the Investment Manager's U.S. equity research efforts and has been a Vice President of the Trust since March 2020. Prior to joining Columbia WAM, Ms. Maschmeyer was a research analyst at Oak Ridge Investments where she was responsible for U.S. consumer discretionary/staples investments. Ms. Maschmeyer began her investment career in 2001 and earned a B.A. from Denison University and an M.B.A from the University of Chicago. | ||
| John L. Emerson | Vice President | 2021 | 2024 |
| Biography | Mr. Emerson has been associated with the Columbia WAM or its predecessors as an investment professional since 2003 and has been a Vice President of the Trust since March 2020. Prior to joining the Investment Manager, Mr. Emerson was an analyst at an equity research Columbia WAM. Mr. Emerson began his investment career in 2002 and earned a B.S. from the University of Missouri and an M.B.A from the University of Chicago. | ||
| Daniel H. Cole | Vice President | 2021 | 2023 |
| Biography | Daniel Cole has served as a Vice President of the Investment Manager since April 2021 and as a Vice President of the Trust since March 2022 and he joined Columbia Threadneedle Investments firms in 2014. Previously, Mr. Cole was a senior portfolio manager and senior managing director at Manulife Asset Management. Prior to that, Mr. Cole was a portfolio manager at Neuberger Berman. He has been a member of the investment community since 1993.Mr. Cole received a B.S. in pre-med curriculum from Guilford College an and an M.B.A. in finance from Virginia Polytechnic Institute and State University. | ||
| Matthew A. Litfin | Portfolio Manager | 2016 | 2021 |
| Biography | Matt Litfin is the director of U.S. research at Columbia Wanger Asset Management, LLC. He is also a co-portfolio manager for the firm’s flagship Columbia Acorn Fund; Columbia Variable Portfolio ‐ U.S. Equities Fund; Wanger USA, a variable insurance product; and the lead portfolio manager for Columbia Acorn USA, a small‐cap domestic equity mutual fund. Mr. Litfin joined the firm in 2015 and has been a member of the investment community since 1993. Prior to joining Columbia Wanger, Mr. Litfin’s experience includes working primarily with funds that invest in small- and mid-cap companies. He held positions as a partner, co-portfolio manager and equity research analyst at William Blair & Co. and as a municipal bond analyst at John Nuveen & Co. Mr. Litfin earned a B.S. from the University of Tennessee and an M.B.A. from the Harvard Business School. In addition, he holds the Chartered Financial Analyst® designation. | ||
| Richard Watson | SVP, PM/Analyst | 2019 | 2021 |
| Biography | Rich Watson is a Senior Vice President and portfolio manager at Granahan Investment Management. Rich joined GIM in April 2021, bringing with him 30 years of experience in the healthcare sector, with expertise in biotech and life sciences. Most recently, Rich was a senior portfolio manager and healthcare analyst at Columbia Wanger Asset Management in Chicago. Prior experience includes work as a health care analyst at William Blair & Company and Cowen. Rich also worked several years in the pharmaceutical industry. Rich earned a BS-Biochemistry/Biophysics from State University of New York and his MBA-Finance from DePaul University. Rich holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| P. Zachary Egan | Portfolio Manager | 2015 | 2018 |
| Biography | Mr. Egan is President and International Chief Investment Officer of the Investment Manager and has been associated with the Investment Manager or its predecessors as an investment professional since 1999. He has been President of the Trust since April 2014 and served as a Vice President of the Trust from 2003 through March 2014. Mr. Egan began his investment career in 1999 and earned a B.A. from Middlebury College and an M.A. from the University of Chicago. | ||
| Fritz Kaegi | Lead Portfolio Manager | 2015 | 2017 |
| Biography | Portfolio Manager and Analyst of the Adviser; associated with the Adviser or its predecessors as an investment professional since 2004. Mr. Kaegi began his investment career in 1998 and earned a B.A. from Haverford College and an M.B.A. from the Stanford Graduate School of Business. | ||
| David L Frank | - | 2014 | 2016 |
| Biography | Mr. Frank’s service with Wanger Select commenced in 2002. Mr. Frank has been associated with CWAM or its predecessors since 2002 and has been a Vice President of Wanger Advisors Trust since 2014. Mr. Frank began his investment career in 1998 and earned a B.A. from Yale University and an M.B.A. from the University of Chicago. | ||
| Robert A. Mohn | Director | 2003 | 2015 |
| Biography | Mr. Mohn has been associated with the Investment Manager or its predecessors as an investment professional since 1992 and has been a Vice President of the Trust since 1997. Mr. Mohn began his investment career in 1983 and earned a B.S. from Stanford University and an M.B.A. from the University of Chicago. | ||
| Charles P. McQuaid | CIO (Chief Investment Officer) | 1995 | 2014 |
| Biography | Mr. McQuaid has been associated with the Investment Manager or its predecessors as an investment professional since 1978. He served as a Trustee of the Trust from 1992 until February 2015, as President of the Trust from 2003 through March 2014, and is currently a Vice President of the Trust. From October 2003 through March 2014, Mr. McQuaid served as President and Chief Investment Officer of the Investment Manager or its predecessors. Mr. McQuaid began his investment career in 1976 and earned a B.B.A. from the University of Massachusetts and an M.B.A. from the University of Chicago. | ||
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