Columbia Threadneedle has made strides toward a unified global brand but lacks the track record of a long-term dedication to shareholders' best interests.
Five frequently asked questions for shell-shocked fund investors.
Our Ultimate Stock-Pickers Index continues to beat the market even as relatively few of our top managers are outperforming the S&P 500.
These top managers continue to focus on higher-quality dividend-paying stocks in a market that has become more volatile of late.
Top managers continue to find opportunities for some new-money purchases, while taking full advantage of a rising stock market to book gains in shares trading above their fair value estimates.
Top managers continue to focus on higher-quality dividend-paying stocks in a fully valued market.
While Warren Buffett may have put the kibosh on a dividend for Berkshire's shareholders, he and the rest of our Ultimate Stock-Pickers continue to hold stocks yielding more than the S&P 500 Index.
Increased investor inflows and portfolio reshuffling (driven in part by a fairly valued market), has added breadth to the high-conviction and new-money purchases we've seen so far from our top managers.
Interest in Apple is heating up as the price falls, but how deep is the conviction?
Our managers are still finding attractive opportunities in a more richly valued market.