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Columbia Small Cap Value Fund I Class A (CSMIX)

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38.26 -0.03 -0.08%

25/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 244.76M

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CSMIX Overview

On this page you'll find an in-depth profile of Columbia Small Cap Value Fund I Class A. Learn about the key management, total assets, investment strategy and contact information of CSMIX among other information.

Contact Information

Address P.O. Box 8081
Boston,MA 02266-8081
United States

Phone +1 8003456611

Web www.columbiathreadneedleus.com

Top Executives

Name	Title	Since	Until
Bryan Lassiter	Associate Portfolio Manager	2023	Now
Biography	Bryan Lassiter is an associate portfolio manager in the U.S. Equities team at Columbia Threadneedle Investments. Bryan supports the Columbia Small Cap Value I strategy. Prior to joining Columbia Threadneedle Investments, Bryan worked as a senior investment analyst on small and mid-cap U.S. equity portfolios for LMCG Investments based in Boston. Previously, he worked as an investment analyst on mid and large-cap U.S. equity portfolios for the institutional asset management arm of a Southeastern regional bank. He joined the firm in 2021 and has been a member of the investment community since 2004. Bryan received an MBA from Columbia Business School and a BBA in Finance from the University of Georgia. In addition, he holds the Chartered Financial Analyst® designation.
Jeremy H. Javidi	Senior Portfolio Manager	2005	Now
Biography	Jeremy H. Javidi, CFA, is senior portfolio manager for Columbia Management. Mr. Javidi joined one of the Columbia Management legacy firms or acquired business lines (Fleet Investment Advisors) in 2000. While at Fleet, he served as a junior portfolio manager and research analyst for the Galaxy Equity Value Fund and helped manage three index offerings. Mr. Javidi has been a member of the investment community since 2000.Mr. Javidi earned a B.A. degree from Tufts University in quantitative economics and a B.S. degree from Tufts University in mechanical engineering. In addition, he holds the Chartered Financial Analyst designation.
John S. Barrett	Portfolio Manager	2011	2015
Biography	Portfolio Manager of Columbia Management Investment Advisers, LLC. From 2003 until joining the Adviser in May 2010, Mr. Barrett was associated with the Fund’s previous investment adviser as an investment professional. Mr. Barrett began his investment career in 1995 and earned a B.S. from the University of North Carolina and an M.B.A. from Boston College.
Stephen D. Barbaro	Senior Vice President	2002	2012
Biography	Steve Barbaro is a senior vice president and lead portfolio manager for Columbia Management. Mr. Barbaro joined Fleet Investment Advisors (a predecessor firm) in 1976 and has been a member of the investment community since 1971.Prior to joining Columbia Management, Mr. Barbaro was a senior investment analyst at Connecticut Mutual Life and a security analyst at Thomson & McKinnon. Mr. Barbaro earned a B.A. degree from Brown University and an M.B.A. degree from Columbia University. In addition, he holds the Chartered Financial Analyst designation.
Daniel K. Cantor	Principal, Senior Vice President	2000	2002
Biography	Cantor is a principal and senior vice president at Stein Roe & Farnham. He joined the company in 1985 as an equity research analyst. He is former member of the stock selection committee for the firm's counseling division. Previously, he worked with Sybron Corporation for one year, Manufacturer's Hanover Trust for two years, and IU Intercorp for one year. Cantor is a Chartered Financial Analyst
Jeffrey C. Kinzel	Senior Vice President, Portfolio Manager	2000	2002
Biography	Kinzel is senior vice president and portfolio manager with Stein Roe & Farnham, his employer since 1991. Kinzel is a Chartered Financial Analyst.
Michael E. Rega	Vice President, Senior Portfolio Manager	1995	2000
Biography	Rega is a vice president and senior portfolio manager with Pioneer, his employer since 2004. Previously, he was vice president of Colonial Management Associates, his employer since 1993. Prior to Colonial, he worked at MIT's Lincoln Laboratory where he specialized in the area of radar data analysis and computer system design. He previously was a special agent for the FBI and a cryptologic mathematician for the National Security Agency. Rega holds the Chartered Financial Analyst designation.
James P. Haynie	Vice President	1993	2000
Biography	Jim is a senior member of the portfolio management team for Adams Funds. In this role he focuses on stock selection, portfolio structure and risk management. Jim came to the Funds from the global investment management firm BNP Paribas Investment Partners, where he served as Chief Investment Officer, U.S. Equities. Prior to joining BNP, he co-founded 646 Advisors, a long/short market-neutral equity fund. He also served in portfolio management roles for Liberty Financial Corporation and Trinity Investment Management. Earlier in his career, Jim worked at Chemical Bank. Jim earned a Bachelor of Arts degree in Economics from Colorado College and an MBA from the Tuck School of Business at Dartmouth College. He is a CFA® charterholder.
Stephen A. Lanzendorf	Portfolio Manager	1989	1995
Biography	Stephen A. Lanzendorf, CFA Portfolio Manager • Member of the Portfolio Management group. • Formerly Deputy Chief Investment Officer and head of the Developed Markets investment team at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as co-head of the Developed Markets team from 2010 to 2012 and head of the US investment team from 2006 to 2010. Prior to joining Batterymarch, he spent six years as the Director of Quantitative Strategies at Independence Investments, where he also managed the equity trading desk. He was also a Portfolio Manager and Quantitative Analyst at The Colonial Group for 10 years. • Education: BS and MS in Nuclear Engineering from Massachusetts Institute of Technology.

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