Investment Options

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

€265bn

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 May 2022

Richard Colwell

Head of UK Equities

UK is a rich seam to mine … and not just in commodities

It’s been a volatile start to 2022, with the conflict in Ukraine creating huge disruption in oil markets, and adding to ongoing pressures seen in markets, but the UK is about much more than just commodities (and banks)
Read time 9 min
1 April 2022

Investment team updates - Market updates 1 April 2022

Latest news from around the investment desks.
Read time - 3 min
31 March 2022

Dara White

Global Head of Emerging Market Equities

Emerging markets: volatility doesn’t disrupt the process

Following the recent challenging period we felt it prudent to communicate our views. Since the end of Q321 our Emerging Markets Opportunity strategy has experienced volatile performance, coinciding with considerable market volatility. We have made mistakes and we feel the market is making mistakes too.
Read time - 5 min
30 March 2022

Natasha Ebtehadj

Portfolio Manager, Global Equities

3D vision: decarbonisation, defence and deglobalisation

Natasha Ebtehadj looks at three themes that will likely endure following the events of the past month in Ukraine
Read time - 4 min
29 March 2022

Pauline Grange & Jess Williams

Portfolio Manager, Global Equities & Portfolio Analyst, Responsible Investment

Global Sustainable Outcomes - News & Views Q4 2021

Pauline Grange, Portfolio Manager, and Jess Williams, Portfolio Analyst, take a look at 2021 as a whole from a responsible investment point of view – from the COP26 conference and country and region responses to the climate crisis, to ongoing fossil fuel use and net-zero issues.
Read time - 12 min
22 March 2022

William Davies

Global Chief Investment Officer

CIO outlook: market volatility, oil and interest rates

Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
Watch time - 3 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

You may also like

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.