Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
Fund Manager Focus: John Wilson, Co-Manager, Columbia Large Cap Growth Fund
FYI: (Click On Article Title At Top Of Google Search) "Columbia Large Cap Growth Takes A Long-Term View"
Wall Street analysts do a good job of estimating earnings and revenue a few quarters down the line, says John Wilson, managing director and senior equity portfolio manager of Columbia Threadneedle, and manager of the $3.4 billion Columbia Large Cap Growth fund. But they often miss longer-term trends. Therein lies opportunity, even among the market’s largest stocks. “We try to focus heavily on new-product pipelines, whether it’s in biotechnology or technology, where the Street’s estimates might not be properly modeled,” he says. Regards, Ted http://www.barrons.com/articles/columbia-large-cap-growth-takes-a-long-term-view-1469247065
