The fund is managed by a highly experienced team of three portfolio managers led by Gene Tannuzzo, CFA, who serves as Global Head of Fixed Income at Columbia Threadneedle Investments since March 2021 and has been with the firm since 2003. Tannuzzo leads the fixed income asset allocation committee and is the lead portfolio manager for Strategic Income and Income Builder strategies, holding a BSB and MBA from the University of Minnesota, Carlson School of Management, and the CFA designation. Jason Callan serves as head of US Core Plus with more than 15 years of experience in trading, research and management of core portfolios, having been a member of the investment community since 2003 and managing the Strategic Income Fund since November 2017. Alexandre Christensen, CFA, is a portfolio manager on the Strategic Income team who joined the fund management on March 1, 2021. The team operates within Columbia Threadneedle Investments, which manages approximately $714 billion in assets globally with $255 billion specifically in fixed-income strategies supported by 143 fixed-income investment professionals worldwide. The management team also oversees the Columbia Total Return Bond fund with $2.5 billion in assets under management, demonstrating broader expertise in fixed-income management.

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The Columbia Strategic Income Fund employs a flexible fixed-income strategy that adapts to changes in credit risk, inflation levels, currency fluctuations, and interest rates across global markets. The investment philosophy allows the team to play both defense and offense to manage changes in the market, enhancing performance potential throughout the business cycle. The fund invests across the entire fixed-income universe including duration, credit, currency, and inflation sectors to adapt dynamically to varying market conditions. The strategy focuses on delivering income in all markets and diversifies sources of return across sectors and global markets to pursue reliable income. The fund navigates markets with a multidimensional approach and the global fixed-income exposure reflects the best ideas of more than 140 fixed-income professionals around the globe, grounded in bottom-up fundamental research. This comprehensive approach enables the fund to access opportunities across U.S. government and international bonds, investment-grade corporate bonds, mortgage- and asset-backed securities, high yield instruments, floating rate loans, inflation-protected securities, convertible securities, and cash equivalents. The fund seeks total return consisting of current income and capital appreciation through this flexible, go-anywhere approach.

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