The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of companies that Columbia Management Investment Advisers, LLC, the fund's investment adviser (the Investment Manager) believes are undervalued and have the potential for long-term appreciation. In addition, under normal circumstances, it invests at least 65% of its assets in common stocks of companies the Investment Manager believes will benefit from various types of restructuring efforts or industry consolidation. The fund may invest in companies that have market capitalizations of any size.
Fund filings (PDF) »
J. Smith (Started: Feb 20, 2009)
Guy Pope (Started: Feb 20, 2009)
# Contact ?>
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States