Columbia Wanger Offshore Funds

Effective 23 March 2012, the Wanger US Smaller Companies UCITS Fund and the Wanger European Smaller Companies UCITS Fund, managed by Columbia Wanger Asset Management, LLC, began trading as sub-funds on the MontLake UCITS Platform plc following the merger of the Wanger Investment Company into the MontLake structure.

For more information about the funds, please visit http://www.montlakeucits.com.

Quarterly Insights

Market Track

A convenient, comprehensive reference that puts today’s economy and markets in perspective.

The Q1 2014 MarketTrack – featuring more than 40 charts and graphs accompanied by straightforward commentary – is now available. More than just a collection of raw data, MarketTrack is one of our most popular pieces because it supports advisors’ decision making by putting today’s most significant economic and market trends in perspective.

The Q1 MarketTrack is divided into three sections:
  • The Economy – the big picture
  • The Markets – where value lies, and where it doesn’t
  • Opportunities for Now – logical investment themes for today’s financial climate
and more…

Investment Strategy Outlook

Jeffrey L. Knight, CFA
Anwiti Bahuguna, Ph.D.
Marie M. Schofield, CFA

This report offers perspective from the Columbia Management Asset Allocation Team.

The team meets each quarter to review U.S. and global economic conditions and markets. The Investment Strategy Outlook represents our consensus opinion on the relative attractiveness of equities, fixed-income and alternative investments within various sectors, investment styles, markets and countries.



The views expressed are as of the date given, may change as market or other conditions change, and may differ from views expressed by other Columbia Management Investment Advisers, LLC (CMIA) associates or affiliates. Actual investments or investment decisions made by CMIA and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon, and risk tolerance. Risks include stock market fluctuations due to business and economic developments. Asset classes described may not be suitable for all investors. Past performance does not guarantee future results and no forecast should be considered a guarantee either. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that any forecasts are accurate.

Columbia Management Investment Advisers, LLC and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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Financial Professionals

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Investors

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