Fund Research and Analysis

by Flynn Murphy
Columbia Value and Restructuring's new manager brings an approach that's proved successful elsewhere. This fund has changed in recent years. For roughly two decades, former manager David Williams successfully ran it as a large-value fund, seeking firms   Read more 

Process Pillar:Positive

This fund no longer follows the investment process that former lead manager David Williams plied for roughly two decades. From 1992 to 2012, Williams sought stocks he believed were cheap relative to   Read more 

Performance Pillar:Neutral

Starting in in mid-2012, this fund began following a process that has delivered strong long-term results under Guy Pope at Columbia Contrarian Core. However, this fund's shareholders have lacked some   Read more 

People Pillar:Positive

Guy Pope and comanager Nick Smith are part of a team that has built a successful track record at Columbia Contrarian Core LCCAX, and it's increasingly apparent they intend to run this offering in a similar fashion. In 2009, Pope and Smith were named   Read more 

Price Pillar:Neutral

This fund's Z shares hold more than 90% of assets. In 2013, the Z shares carried a 0.96% expense ratio that was just 1 basis point cheaper than the large-cap, no-load peer median. The fund's remaining   Read more 

The Lone Medalist Among Managed-Futures Funds 
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