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Columbia Global Value Fund Class A (IEVAX)
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07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 658.16M
Columbia Global Equity Value A
13.20
-0.04
-0.30%
- Overview
- Profile
- Historical Data
- Holdings
IEVAX Overview
On this page you'll find an in-depth profile of Columbia Global Value Fund Class A. Learn about the key management, total assets, investment strategy and contact information of IEVAX among other information.
Investment Strategy
The investment seeks to provide shareholders with growth of capital and income. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., companies that have their securities traded on non-U.S. exchanges or that have securities that trade in the form of depositary receipts, companies that have been formed under the laws of non-U.S. countries, including those of emerging markets, or foreign currencies.
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 |
|---|---|---|---|
| Peter Schroeder | Portfolio Manager | 2016 | Now |
| Biography | Peter Schroeder is an associate portfolio manager and a senior quantitative analyst and on the Overseas Equity team for Columbia Threadneedle Investments. Prior to his current role, Mr. Schroeder worked as a research analyst for both domestic and international portfolio managers. He joined one of the Columbia Threadneedle Investments legacy firms in 1998 and has been a member of the investment community since then. Mr. Schroeder received a B.S. in Economics from Oregon State University. In addition, he holds the Chartered Financial Analyst® designation. | ||
| Melda Mergen | Senior Portfolio Manager & Director | 2016 | Now |
| Biography | Melda Mergen is Deputy Global Head of Equities for Columbia Threadneedle Investments. In this role she leads the company’s U.S.-based equity investment team capabilities. She is also co-lead portfolio manager on the Columbia Large Cap Core Strategy. Prior to her current role, Ms. Mergen led the Investment Oversight Team from 2004 to April 2014. Before that, Ms. Mergen was a senior equity quantitative research analyst. Ms. Mergen joined one of the Columbia Threadneedle Investments legacy firms in 1999 and has been a member of the investment community since then. Ms. Mergen received a B.A. in economics from Bogazici University and an MBA from the University of Massachusetts at Amherst. She is a member of the Boston Security Analysts Society and the CFA Institute. In addition, she holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. | ||
| Fred Copper | Lead, Senior Portfolio Manager | 2016 | Now |
| Peter Santoro | Portfolio Manager | 2016 | 2018 |
| Biography | Peter Santoro is a Senior Portfolio Manager for the Multi-Cap Value team at Invesco. He is a Lead Portfolio Manager for the Dividend Value strategies. Mr. Santoro joined Invesco in 2021. Prior to joining the firm, he was a senior portfolio manager at Columbia Threadneedle Investments on multiple equity strategies. He joined one of the Columbia Threadneedle Investments legacy firms in 2003. Before that, Mr. Santoro served as an equity analyst for Rockefeller & Company, concentrating on the global consumer sector. He has been in the industry since 1996. Mr. Santoro earned a BA degree, cum laude, in history from Amherst College. He is a Chartered Financial Analyst ® (CFA) charterholder. | ||
| Dean A. Ramos | Co-Manager | 2013 | 2016 |
| Biography | Mr. Ramos, senior portfolio manager, joined Columbia Management Investment Advisers, LLC in 2000. Mr. Ramos began his investment career in 1992 and earned a B.S. and an M.B.A. from the University of Minnesota. | ||
| Paul Stocking | Portfolio Manager | 2006 | 2016 |
| Biography | Paul is a Portfolio Manager for Contrarian Equity. He joined Columbia Management (formerly, RiverSource Investments, LLC) in August 1995 and has been in the industry since 1987. He joined RiverSource Investments as the team leader for the Latin American Research Group, where he focused on Latin American banks, bottlers, brewers, and oil and gas companies. In August 1998, he assumed a senior equity analyst position focusing on brokerage and asset management companies in the financial sector and was promoted to Financial Sector Team Leader in 2002. Paul was promoted to Associate Portfolio Manager on the Contrarian Equity Team in August 2006 and moved into his current capacity as Portfolio Manager in June 2007. He was previously employed as the Vice President of Investment Banking at JP Morgan Securities. He earned a B.B.A. in Finance and Accounting from the University of Michigan School of Business and an M.B.A. with a concentration in Finance from the University of Chicago's Graduate School of Business. | ||
| Steven R. Schroll | Senior Portfolio Manager | 2003 | 2016 |
| Biography | Mr. Schroll joined the Columbia Management Investment Advisers, LLC in 1998. Mr. Schroll began his investment career in 1981 and earned a B.S. from Drake University and completed work toward an M.B.A. from the University of Minnesota. | ||
| Laton Spahr | Portfolio Manager | 2003 | 2013 |
| Biography | Laton Spahr serves as portfolio manager of the Large Cap Value, Dividend Value and Mid Cap Value strategies. Prior to joining the firm in March 2013, Laton was a senior portfolio manager at Columbia Management Investment Advisors since 2003, managing value and income strategies across institutional and retail investment channels. During his twelve-year tenure at Columbia Management, he also conducted equity risk management, analyzed and traded derivatives and structured products, and was a technology analyst. Laton was an equity analyst at Holland Capital Management from 1999 to 2001, a research intern at Friess Associates from 1998 to 1999, and a commercial loan officer at Jackson State Bank from 1997 to 1998. He holds a B.S. in finance and minor in accounting from the University of Wyoming and an M.S. in finance, investments, and banking as part of the Applied Security Analysis program at the University of Wisconsin. Laton is also a CFA charterholder. | ||
| Warren E. Spitz | Vice President, Senior Portfolio Manager | 2000 | 2009 |
| Biography | Warren is Vice President and Senior Portfolio Manager for the Contrarian Equity Team. Warren was previously employed as a portfolio manager with Prudential Global Asset Management from 1987 to 2000 and as a senior electric utilities analyst with Dean Witter Reynolds from 1985 to1987. Prior to Dean Witter Reynolds, he worked in the equity research department at Value Line where he was an underwriter with Travelers Insurance Company. | ||
| Keith Tufte | Vice President, Analyst | 2000 | 2000 |
| Biography | Tufte joined American Express Financial Services in 1990. Previously, he was a vice president and analyst with J.P. Morgan Investment Management. | ||
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