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Ct (lux) - American Class Ae (usd Accumulation Shares) (0P000097JO)

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131.624 +0.345    +0.26%
16/07 - Closed. Currency in EUR
Type:  Fund
Market:  Luxembourg
ISIN:  LU0757425094 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.04B
Threadneedle (Lux) - American Class AU (USD Accumu 131.624 +0.345 +0.26%

0P000097JO Overview

 
On this page you'll find an in-depth profile of Ct (lux) - American Class Ae (usd Accumulation Shares). Learn about the key management, total assets, investment strategy and contact information of 0P000097JO among other information.
Category

US Large-Cap Blend Equity

Total Assets

1.04B

Expenses

1.80%

Inception Date

Oct 31, 1995

Contact Information

Address L-2661 Luxembourg
Luxembourg, 2661
Luxembourg
Phone +44 (0)20 7464 5437

Top Executives

Name Title Since Until
Benedikt Blomberg Portfolio Manager 2024 Now
Biography Benedikt Blomberg is a portfolio analyst on the U.S. Equities Team at Columbia Threadneedle Investments. Prior to his current role, Mr. Blomberg was a senior analyst for centralized fundamental research, responsible for analyzing stocks in the defense and auto sectors. Mr. Blomberg joined one of the Columbia Threadneedle Investments legacy firms in 2005. Previously, Mr. Blomberg was a quantitative programmer and trader for Fort Orange Capital Management. Mr. Blomberg began his career as an analyst with Paradigm Capital Management. He has been a member of the investment community since 1996. Mr. Blomberg received a B.S. from the University of Muenster, in Germany, and an M.S. from Union College. He is a member of the Boston Security Analysts Society and the CFA Institute. In addition, he holds the Chartered Financial Analyst® designation.
Nicolas Janvier Portfolio Manager 2020 2024
Biography Nicolas Janvier is Head of US Equities, EMEA, at Columbia Threadneedle Investments. He took up this role in October 2020 and leads the London-based team which manages a significant US equities franchise for clients. Mr Janvier has been with the company for 14 years, working as a US equities portfolio manager in both our US and London offices. He is currently lead manager for the Threadneedle American strategy and Threadneedle American Smaller Companies strategy, as well as ESG portfolios managed by the London team. He is also co-portfolio manager of the Columbia Large Cap Growth Opportunity strategy. Mr Janvier joined the company in 2006, spending eight years in our New York office as a portfolio manager in the Value Strategies team focusing on US mid and small cap companies. Prior to this, Mr Janvier was a portfolio manager with the Private Bank at Bank of America. Mr Janvier holds a BSc in Telecommunications-Operations from the University of Florida. He also holds the Chartered Financial Analyst designation.
Nadia Grant Portfolio Manager 2014 2020
Biography Nadia is responsible for BNPP AM’s Global Equity team based in London and Paris. Nadia’s career spans 22 years and she joins from Capital Group, where she was a portfolio manager within the Capital Solutions Group responsible for global multi-asset solutions. She was previously Columbia Threadneedle’s EMEA-based Head of US Equities, prior to which she held various portfolio management roles at JP Morgan Asset Management. She began her career as an analyst at JP Morgan investment bank. Nadia holds a Master’s in Finance from Neoma Business School and is a Chartered Financial Analyst.
Diane L. Sobin Senior Equity Portfolio Manager, Managing Director 2014 2017
Biography Ms. Sobin is a Managing Director and member of Tradition’s Investment Committee. As a portfolio manager, she leads the Environmental, Social, Governance and Female Focus strategies for the firm. Ms. Sobin has over three decades of investment management experience including seventeen years with Columbia Threadneedle Investments (a division of Ameriprise Financial) in both New York and London, where she was Senior Portfolio Manager, Executive Director and head of U.S. Equities. She was recognized as one of the top 100 Women in Finance in Europe in 2014 by European Financial News. Ms. Sobin has lead managed core equity, mid and small cap equities and dividend growth funds at Columbia Threadneedle, Zurich Scudder, JP Morgan (formerly Chase Manhattan) and Oppenheimer Funds. She holds a Chartered Financial Analyst designation and is a member of the CFA Society of New York. Ms. Sobin graduated from Pace University with a Bachelor of Business Administration in Finance.
Cormac Weldon Head 2011 2014
Biography Cormac is head of the US team and has managed the Artemis US Equity, US Select and US Smaller Companies Funds since launch. He studied accounting and finance at Dublin City University, graduating in 1987 and joining KPMG. After moving to Provident Mutual where he was a US equity analyst, Cormac spent two years as a fund manager for the British Gas Pension Fund. He joined Threadneedle in 1997, later becoming head of the North America team and the lead manager of three of its US funds. He moved to Artemis in 2014.
Charles Macquaker Executive Director 2010 2011
Biography Charlie is Executive Director, Investment at Walter Scott. Having joined the firm in 1991, he has held a range of investment, management, client service and governance responsibilities and has had extensive experience of analysing companies around the world, particularly in Europe and Japan. Charles joined the Board in 2009 and is Co-Chair of the Investment Management Committee. He holds a BSc (Econ) (Hons) in European Studies from the University of Buckingham
Hilda West Senior Portfolio Manager 2009 2010
Biography Ms. West is a Senior Investment Manager within the firm’s Europe, Middle East and Africa research team. She joined Walter Scott in 1995. Ms. West holds a BA (hons) in Business Studies from Napier University, Edinburgh.
Jane E. Henderson Managing Director 2005 2009
Biography Jane is Managing Director of Walter Scott. Having joined the firm in 1995 as an investment analyst, she has held a range of investment, management, client service and governance responsibilities and was instrumental in the development of the firm's US investment strategy. Jane co-chaired Walter Scott's Investment Management Group before becoming Managing Director in 2010. She holds a BSc (Hons) in Marine and Environmental Biology from the University of St Andrews.
Management Team - 2005 2009
Biography Team Managed
Warren E. Spitz Vice President, Senior Portfolio Manager 1995 2005
Biography Warren is Vice President and Senior Portfolio Manager for the Contrarian Equity Team. Warren was previously employed as a portfolio manager with Prudential Global Asset Management from 1987 to 2000 and as a senior electric utilities analyst with Dean Witter Reynolds from 1985 to1987. Prior to Dean Witter Reynolds, he worked in the equity research department at Value Line where he was an underwriter with Travelers Insurance Company.
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