Columbia Mid Cap Value Z NAMAX
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average rating: 3.66 / 3 ratings
DESCRIPTION:
Date updated:02-26-2008
This fund has a Morningstar rating of 4 stars and is run by Lori Ensinger. Ensinger is a senior portfolio manager of Columbia Advisors. She has been associated with Columbia Advisors or its affiliates since August, 2001. Prior to 2001, she directed the investment strategy for all institutional assets managed under the U.S. large-cap value style at Zurich Scudder Investments from 1999 to 2001. Ensinger holds the Chartered Financial Analyst designation.
After running roughly 1,500 stocks through proprietary quantitative screens, the managers use a bottom-up stock picking approach to settle on about 130 names. They look for cheap stocks from companies whose operating metrics are temporarily depressed and show signs of improvement within a year or two; they hang onto a position as long as they see opportunities for added margin expansion.
"In some cases we will buy companies with 4% margins that are going to 6%. We are not concerned about the absolute level as much as the sustainability and the improvement of the operation," Hoffman explains.
"The method works in any market environment," says Sobin. The fund remains close to fully invested, with some cash set aside to pursue new opportunities.
Current Returns:
1-Year: 4.73%
3-Year: 12.87%
3-Year: 18.52%
As of 11/30/07
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Air Products Chem - $102.01
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Pg&e Cp - $40.77
- +1.02%
- $40.58
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PPL
Ppl Corp - $48.42
- +0.02%
- $48.56
No Analysis added
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HES
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PCL
Plum Creek Tim Re - $39.33
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AEP
Amer Electric Pow - $43.35
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No Analysis added
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PH
Parker Hannifin C - $85.46
- -0.27%
- $85.92
No Analysis added
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AIZ
Assurant Inc - $67.44
- +2.87%
- $66.15
No Analysis added
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This is a well-diversified portfolio: the average correlation of monthly returns over the last 5 years is only +19%. This doesn't come as a surprise with a manager who holds a CFA charter: her education includes a solid foundation in modern portfolio theory.
However, the portfolio isn't without its drawbacks. Of the 20 securities, seven - MI, ABK, KR, CMA, A, CYN, and APD - have provided no beneficial diversification over the last 5 years. And it appears that it bears about 4% too much risk - standard deviation of returns - than it should for its level of annual returns.