Investor Summary

Rahul Narang has served as Senior Portfolio Manager of the Columbia Global Technology Growth Fund since 2012 and brings over 30 years of investment experience to the role. Prior to joining Columbia, he was a senior vice president at Robeco Investment Management from 2005 to 2012, where he managed long/short equity portfolios focused on technology, media, healthcare, and retail sectors. His career began as an equity research associate at JPMorgan, providing him with deep fundamental analysis experience. He holds a B.S. in business administration from California Polytechnic State University. Under his management, the fund has delivered exceptional performance with a 10-year annualized return of 22.27%, placing it in the top quartile of the Morningstar Technology category and earning a four-star Overall Morningstar Rating among 245 peers.

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Fund Strategy

The Columbia Global Technology Growth Fund employs a three-pronged investment approach designed to identify companies that are not only driving innovation but are also built to last. The strategy focuses on quality, scalability, and long-term value creation across market cycles. The approach combines companies with strong competitive moats—dominant businesses with pricing power and few competitors like Microsoft, Apple, and Amazon—with underappreciated value stocks, especially in semiconductors like Micron and Samsung that have benefited from industry consolidation and emerging technology trends. Additionally, the fund capitalizes on major technology themes including cloud computing, e-commerce, artificial intelligence, robotics, autonomous vehicles, and 5G infrastructure while maintaining a disciplined long-term investment horizon evidenced by a low 7% turnover rate.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
21.7% 2.0% 25.1%
2025 2024
25.1% 31.7%