David Williams is the manager of Columbia Value & Restructuring Fund. He has managed the fund since it opened in 1992. His average annual total return since that time is 12.93%. The fund’s value strategy focuses on company restructuring and/or industry consolidations; long-term, multi-cap investments that give companies time to execute business plans and improve fundamentals; and diversification across industries and restructuring themes with about 60-70 holdings.
Williams makes large commitments to particular sectors that he feels are undervalued. This can lead the fund's performance to deviate significantly from the overall stock market. His top dividends are: Southern Copper Corporation (PCU), Windstream Corp. (WIN), Lorillard Inc. (LO), Pfizer Inc. (PFE) and ConocoPhillips (COP).
Source: Guru Focus
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