Standard resources and a rigidly implemented rules-based approach help Columbia Thermostat adhere to its contrarian principles but also limit its flexibility during swiftly evolving markets. The strategy earns a Morningstar Analyst Rating of Neutral across all share classes.
Will COTZX 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 COTZX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the COTZX 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 COTZX’s parent organization’s priorities and whether they’re in line with investors’ interests.