CTORX – Fund Analysis – Columbia Thermostat Adv | Morningstar

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Will CTORX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CTORX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the CTORX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of CTORX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Systematically buying low and selling high.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

Columbia Thermostat benefits from sound expertise implementing a thoughtfully constructed and systematic asset allocation approach.

by Karen Zaya

Rated on Dec 20, 2023 Published on Dec 20, 2023

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