The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CUGZX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CUGZX 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 CUGZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A fund for the agency mortgage investor.
Brian Moriarty
Principal
Summary
Columbia Quality Income’s mortgage-heavy portfolio charts its own course.