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Columbia Integrated Large Cap Value Fund Advisor Class (MLVIX)
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BMO Large-Cap Value I
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+0.37%
- Overview
- Profile
- Historical Data
- Holdings
MLVIX Overview
On this page you'll find an in-depth profile of Columbia Integrated Large Cap Value Fund Advisor Class. Learn about the key management, total assets, investment strategy and contact information of MLVIX among other information.
Investment Strategy
The investment seeks to provide shareholders 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. It invests substantially in securities of U.S. issuers. The fund generally invests in common stocks. It may at times emphasize one or more sectors in selecting its investments, including the financial services sector and the health care 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. | ||
| Daniel P. Brown | Vice President | 2004 | 2012 |
| Biography | Daniel P. Brown, CFA is an Investment Officer with Annex Wealth Management LLC. He works closely with the Chief Investment Officer (CIO) to establish investment policy and strategy, strategic and tactical asset allocation, active manager selection, and the development of Annex's discretionary managed portfolios. He is a member of the Investment Policy Committee and interacts closely with the firm's financial Advisors. Mr. Brown joined Annex in 2013 and has nearly 20 years of investment management experience. He holds a Bachelors of Business Administration degree in Finance from the University of Wisconsin – Milwaukee, holds his Chartered Financial Analyst (CFA) designation and is a member of the Chicago Quantitative Alliance (CQA). As a holder of the CFA designation, Dan is bound by the CFA Institute's Code of Ethics and Standards of Professional Conduct, which, among many other things, requires a charter holder to place the integrity of the investment management profession and the interests of clients above their own interests. With over 23 years of experience in investment management, trust and banking, Dan has a strong background in the financial services industry. Prior to joining Annex, Dan worked for 20 years at M&I Investment Management/BMO Global Asset Management as a Director and equity Fund Manager. While at M&I/BMO he managed numerous equity strategies including: dividend income, large-cap value, tax efficient, socially responsible and fundamental index. He managed both mutual funds and separate account strategies for a variety of clients utilizing active and passive management techniques. Dan is recognized as an inventor by the U.S. Patent office for two business method patents related to tax efficient investing. | ||
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