Uploaded August 2025 | Updated September 2026, 1 hour ago
COL Fund Spotlight: COL Strategic Growth Fund by COL Investment Management, Inc.
Portfolio Manager: Zerge Zandueta
Recorded on July 10, 2025
In this first episode of COL Fund Spotlight, we ask Zerge Zandueta about the investment philosophy and fund strategy of COL's flagship fund called CSG:
- What sets COL Strategic Growth Fund apart from other equity funds? [00:40]
- What sectors could lead the fund's growth in the next quarter? [02:55]
- How has CSG performed this year? [04:54]
- What framework currently guides your investment decisions? [06:32]
- Why should investors consider CSG? [10:17]
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DISCLAIMERS:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
Mutual Funds and UITFs are not deposit products and are not insured by the Philippine Deposit Insurance Corp. (PDIC). Earnings are not assured and principal amount invested is exposed to risk of loss. These products cannot be sold to you unless the benefits and risks have been thoroughly explained. If you do not fully understand these products, do not purchase or invest.
COL Strategic Growth Equity Unitized Mutual Fund is a fund managed by COL Investment Management Inc., a subsidiary of COL Financial Group, Inc.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
COL Fund Spotlight: COL Strategic Growth Fund by COL Investment Management, Inc.
Portfolio Manager: Zerge Zandueta
Recorded on July 10, 2025
In this first episode of COL Fund Spotlight, we ask Zerge Zandueta about the investment philosophy and fund strategy of COL's flagship fund called CSG:
- What sets COL Strategic Growth Fund apart from other equity funds? [00:40]
- What sectors could lead the fund's growth in the next quarter? [02:55]
- How has CSG performed this year? [04:54]
- What framework currently guides your investment decisions? [06:32]
- Why should investors consider CSG? [10:17]
----------------------------
DISCLAIMERS:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
Mutual Funds and UITFs are not deposit products and are not insured by the Philippine Deposit Insurance Corp. (PDIC). Earnings are not assured and principal amount invested is exposed to risk of loss. These products cannot be sold to you unless the benefits and risks have been thoroughly explained. If you do not fully understand these products, do not purchase or invest.
COL Strategic Growth Equity Unitized Mutual Fund is a fund managed by COL Investment Management Inc., a subsidiary of COL Financial Group, Inc.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
