On June 15, 2021, Columbia Threadneedle added Oleg Nusinzon as a portfolio manager to four mutual funds run by its quantitative strategies team: Columbia Disciplined Core CLQRX, Columbia Disciplined Growth RDLAX, Columbia Disciplined Value RLCAX, and Columbia Large Cap Enhanced Core NMIMX. It also added Nusinzon to the separate account versions of the Disciplined Value and Large Cap Enhanced Core strategies. On all the funds, he joins Peter Albanese and Raghavendran Sivaraman, who have been named managers since 2014 and 2019, respectively.
Will AQEAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AQEAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AQEAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AQEAX’s parent organization’s priorities and whether they’re in line with investors’ interests.