Our capabilities

Equities

We offer global, regional and country specific strategies, investing across the market cap spectrum and with various risk and return objectives.

Meeting companies and conducting fundamental research lie at the heart of our equity approach. We aim to invest in companies that can create sustainable long-term value and believe that by engaging with companies we can gain a thorough understanding of their business models, company finances, competitive pressures and drivers of corporate profits.

Face-to-face meetings also provide an opportunity to question management teams on their future plans and strategies. Combining this bottom-up analysis with thematic insights into markets helps us to build portfolios that can deliver consistent, long-term outperformance.

Why Columbia Threadneedle Investments for Equities?

As active investors, we use our expertise to select the best opportunities, focusing on quality businesses with solid balance sheets and competitive advantages. These competitive edges are typically reflected by a company’s ability to increase or maintain high returns on capital and compound its earnings over time; for longer than the market assumes.

A key tenet of our investment approach is our independent research, what we call ‘Research Intensity’. We have more than 450 investment professionals based around the world, sharing global perspectives across all major asset classes and markets. It is that expertise and our culture of collaboration as well as a focus on research intensity that has allowed us to maintain strong performance over the long term.

Being a responsible investor is integral to our business proposition and defines how we act in the marketplace. We feel that it is important to create our own metrics for assessing companies and as a result we have our own Responsible Investment ratings which are used by our investment teams as a core input to fundamental analysis when assessing investment opportunities.
Globe

$311bn

Equity AUM

People

180+

Equity investment professionals

Experience

11

Years of experience on average

Rating

50

Four & five-star Fixed Income Morningstar rated funds

Source: Columbia Threadneedle Investments. AUM as of 31 March 2021. Morningstar ratings as of 31 March 2021. Past performance does not guarantee future results. © 2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
6 August 2021

Paul DiGiacomo

Head of Equity Research

Covid-19 index: when might life return to ‘normal’? – August 2021

As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” such as entertainment and leisure, high street shopping, and schools reopening. The result is an index that measures progress toward a post-pandemic world.
Read time - 3 min
20 July 2021

Andrea Carzana & Natalia Luna

Portfolio Manager & Senior Thematic Investment Analyst, Responsible Investment

EU’s ‘Fit for 55’ strengthens sustainable outcomes focus

The European Commission has unveiled its Fit for 55 roadmap setting out the transformation to deliver the European Union’s 2030 target of reducing net greenhouse gas emissions by at least 55% by 2030.
Read time - 5 min
20 July 2021

Daisuke Nomoto

Portfolio Manager, Japanese Equities

Japan: Olympic host’s equity market is uniquely positioned

With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer.
Read time - 5 min
2 July 2021

Paul DiGiacomo

Head of Equity Research

Covid-19 index: when might life return to ‘normal’? – July 2021

With more countries attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as a bellweather for global recovery.
Read time - 3 min
17 June 2021

Pauline Grange

Portfolio Manager, Global Equities

Fashion eyes sustainability via the circular economy

The textiles industry is one of the most pollutive in the world, emitting more CO2 than aviation and shipping combined. But a leading sports firm is showing one way the sector can embrace radical change
Read time - 4 min
28 May 2021

Asset allocation update: standing pat

Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
Read time - 6 min

Our range

UK Equities

Our UK equities funds are managed by a large and experienced team that challenges and debates ideas across a diverse range of UK equity strategies. We believe this team-based approach leads to better insights, better decisions and better outcomes for our clients.

European Equities

Our multi-disciplinary European equities team, headed by Philip Dicken, have a broad experience of all market conditions. Our comprehensive European equity range provides investment choice for investors with differing objectives and risk profiles, from core funds to more concentrated high alpha and specialised smaller company funds.

US Equities

At Columbia Threadneedle Investments we have developed a comprehensive range of actively-managed US Equity funds, whether investing for income, growth or a combination of both. Our team of experienced professionals combine deep fundamental analysis with a global culture of sharing ideas to identify compelling investment opportunities across the market spectrum in the US.

Asian Equities

With over 15 years’ average investment experience, our experienced Asian Equities team draws on global research capabilities to drive high-conviction stock holdings. We seek to capture alpha by identifying ‘stewards of capital’ – companies we believe are capable of sustaining and accelerating profitable growth – in order to deliver attractive, consistent long-term returns for our investors.

Emerging Market Equities

A best-in-class Emerging Market equity franchise managing both core and ESG strategies, with bottom-up fundamental research key to our investment process. We seek to outperform by identifying ‘stewards of capital’ – companies we believe are capable of sustaining and accelerating profitable growth – as they are well positioned to realise the immense growth potential created by the under-penetration of many emerging-markets industries.

Japanese Equities

With over 20 years’ average investment experience, our Japan Equity team supplement fundamental research with a quantitative framework. This provides a blended approach to stock selection with the potential to uncover more attractive investment opportunities. By identifying inexpensive high-quality companies across the full market capitalization spectrum – we believe our high conviction, concentrated strategy is well positioned to deliver strong investment returns in Japanese equities.

Global Equities

Competitive advantage is at the heart of our investment philosophy. It gives us the confidence that a company can maintain its market position and can deliver high returns and stable growth for investors over time. Our approach combines an analysis of company fundamentals, detailed industry research and a competitive advantage framework to identify the highest quality companies from across the globe.

UK Equities
Our UK equities funds are managed by a large and experienced team that challenges and debates ideas across a diverse range of UK equity strategies.
Find out more
European Equities
Our comprehensive European equity range provides investment choice for investors with differing objectives and risk profiles, from core funds to more concentrated high alpha and specialised smaller company funds.
Find out more
US Equities
At Columbia Threadneedle Investments we have developed a comprehensive range of actively-managed US Equity funds, whether investing for income, growth or a combination of both.
Find out more
Asian Equities
With over 15 years’ average investment experience, our experienced Asian Equities team draws on global research capabilities to drive high-conviction stock holdings. We seek to capture alpha by identifying ‘stewards of capital’ – companies we believe are capable of sustaining and accelerating profitable growth – in order to deliver attractive, consistent long-term returns for our investors.
Find out more
Emerging Market Equities
A best-in-class Emerging Market equity franchise managing both core and ESG strategies, with bottom-up fundamental research key to our investment process. We seek to by identifying ‘stewards of capital’ – companies we believe are capable of sustaining and accelerating profitable growth – as they are well positioned to realise the immense growth potential created by the under-penetration of many emerging-markets industries.
Find out more
Japanese Equities
With over 20 years’ average investment experience, our Japan Equity team supplement fundamental research with a quantitative framework. This provides a blended approach to stock selection with the potential to uncover more attractive investment opportunities. By identifying inexpensive high-quality companies across the full market capitalization spectrum – we believe our high conviction, concentrated strategy is well positioned to deliver strong investment returns in Japanese equities.
Find out more
Global Equities
Competitive advantage is at the heart of our investment philosophy. It gives us the confidence that a company can maintain its market position and can deliver high returns and stable growth for investors over time.
Find out more

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About us

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.

Our funds

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Our capabilities

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.