P Egan - Columbia Acorn Fund Manager since May 1, 2015

  Money Manager
Mr. Egan is President and International Chief Investment Officer of the Investment Manager and was associated with the Investment Manager or its predecessors as an investment professional since 1999. He was President of the Trust since April 2014 and served as a Vice President of the Trust from 2003 through March 2014. Mr. Egan began his investment career in 1999 and earned a B.A. from Middlebury College and an M.A. from the University of Chicago.
  Money Manager Since 2015      
800-345-6611  

Columbia Acorn Management Performance (%)

The fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the funds benchmark, at the time of purchase. Columbia Acorn is traded on NASDAQ Exchange in the United States. The fund is listed under Mid-Cap Growth category and is part of Columbia Threadneedle family.

Columbia Acorn Leadership Team

Elected by the shareholders, the Columbia Acorn's board of directors comprises two types of representatives: Columbia Acorn inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Columbia. The board's role is to monitor Columbia Acorn's management team and ensure that shareholders' interests are well served. Columbia Acorn's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Columbia Acorn's outside directors are responsible for providing unbiased perspectives on the board's policies.
P Egan, Fund Manager since May 1, 2015
Matthew Litfin, Fund Manager

Columbia Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Columbia Acorn a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Columbia Acorn without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Idea Breakdown

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Pair Trading with Columbia Acorn

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Columbia Acorn position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Columbia Acorn will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to International Paper could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace International Paper when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back International Paper - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling International Paper to buy it.
The correlation of International Paper is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as International Paper moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if International Paper moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for International Paper can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Trending Equities. You can also try Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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Please note, there is a significant difference between Columbia Acorn's value and its price as these two are different measures arrived at by different means. Investors typically determine Columbia Acorn value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Acorn's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.