Columbia Threadneedle Investments
"Columbia's investment approach is uniquely reflected in their two enduring secular themes, the emergence of a strong middle class and the continued industrialization of the Emerging Markets. We believe this is a superior approach to the often cyclical resource-based investments favoured by many Emerging Market managers."
- Daniel Solomon, Chief Investment Officer, NEI Investments
Columbia Threadneedle Investments is an experienced global asset manager that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.
With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, they manage assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. They are the 12th largest manager of long-term mutual fund assets in the U.S.and the 5th largest manager of retail funds in the U.K.
The Columbia Emerging Markets Equity Team brings fundamental research and sector expertise to analysis of companies in emerging markets, placing an emphasis on bottom-up stock selection and finding companies that know how to sustain and accelerate profitable growth.
Company selection is based on macro-informed fundamental research and quantitative tools, while sector and country allocations are derived from these individual stock selections. They believe a less concentrated portfolio lowers overall risk without sacrificing performance potential.
The Emerging Markets Team works extensively abroad and has deep country and regional expertise supported by extensive centralized resources. The team views emerging markets as only partially efficient, and therefore investment opportunities can be found through rigorous due diligence and in-depth research. When evaluating companies, the investment team considers numerous financial metrics and the quality of company management-seeking high-quality companies with sustainable long-term growth prospects. Developed and frontier market companies may be considered if they have direct and significant economic ties to emerging market countries - for example, a major portion of sales generated within an emerging market economy.
|Name||Lead Managers||Inception Date||Category||Morningstar Profile|
|NEI Emerging Markets Fund||Dara J. White, CFA||2000-10-06||Emerging Market Equity||A F|
Dara J. White, CFA
Global Head of Emerging Markets Equity
Dara White is the Global Head of Emerging Markets Equity and a Senior Equity Portfolio Manager at Columbia Management Investment Advisers, LLC. Mr. White joined Columbia Management Group ("CMG") in 2006 as Co-manager with the Columbia Strategic Investor Team and was promoted to Lead Portfolio Manager of the Emerging Markets Strategy in 2008. He transitioned to Columbia Management Investment Advisers, LLC as part of its acquisition of the long-term asset management business of CMG from Bank of America. Mr. White has been a member of the investment community since 1998. Prior to joining CMG, Mr. White was a portfolio manager and analyst with RCM Global Investors. Mr. White earned his B.S. degrees in Finance and Marketing from Boston College. He is a member of the CFA Institute and the Security Analysts of San Francisco and holds the Chartered Financial Analyst designation.
Managing Risk in Emerging Markets
Lead manager Dara White discusses the Columbia approach to risk and avoiding Emerging Market "blow ups". (May 2013)
The Columbia Process
Dara White discusses Columbia's bottom up investment approach and how the evolution of Emerging Markets allows for more traditional stock evaluation. (May 2013)