On March 9, 2021, Columbia Threadneedle announced that Columbia Large Cap Growth comanager Peter Santoro had departed the firm to pursue another professional opportunity. Comanagers Melda Mergen and Tiffany Wade remain. The strategy maintains its Average People rating and Morningstar Analyst Rating of Neutral.
Will CLGEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CLGEX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CLGEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CLGEX’s parent organization’s priorities and whether they’re in line with investors’ interests.