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Bmo Canadian Smart Alpha Equity F (0P000075JF)
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BMO Canadian Large Cap Equity F
35.458
-0.090
-0.26%
- Overview
- Profile
- Historical Data
- Holdings
0P000075JF Overview
On this page you'll find an in-depth profile of Bmo Canadian Smart Alpha Equity F. Learn about the key management, total assets, investment strategy and contact information of 0P000075JF among other information.
Investment Strategy
This fund’s objective is to provide long-term growth through capital appreciation and dividends by investing primarily in a portfolio of Canadian equities and equity-related securities with large market capitalization, principally selected from the universe of stocks generally considered to be the largest Canadian companies based on market capitalization from time to time.
Contact Information
Address
Suite 4200
Toronto,ON M5K 1J5
Canada
Toronto,ON M5K 1J5
Canada
Phone
1-800-668-7327
Fax
416 867 6203
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ariel Liang | Portfolio Manager | 2018 | Now |
| James Thai | Portfolio Manager | 2014 | 2021 |
| Biography | James joined BMO Asset Management Inc. in March 2011 on the Quantitative line of funds. His 11 years of experience have focused on programming, quantitative analysis, and quantitative portfolio management. Most recently James was a Partner and Portfolio Manager at an investment fund he co-launched in 2008. Prior to this, he spent six years at Legg Mason as a quantitative analyst and portfolio manager. James is a CFA charterholder and has both a Bachelors and Masters of Applied Science in Computer Engineering from the University of Waterloo. | ||
| Greg Gipson | Vice President | 2012 | 2018 |
| Biography | Greg Gipson, M. Econ, M. OR BMO Asset Management Inc. Greg Gipson is Vice President and Head of Portfolio Management, Quantamental Investments, at BMO Asset Management (BMO AM). Mr. Gipson began his investment career in 1997 and joined BMO AM in 2009. | ||
| George N. Patterson | Co-Head of Quantitative Equity | 2012 | 2016 |
| Biography | George N. Patterson, PhD, CFA, CFP, is a Managing Director and Co-Head of QMA’s Quantitative Equity team. In this capacity, he oversees portfolio management, investment research and new product development for the US, Non-US and Value equity strategies. | ||
| Ted A. Macklin | Managing Director, Head of Canadian Equity | 2000 | 2012 |
| Biography | Ted Macklin is Managing Director, Head of Canadian Equity for Guardian Capital LP (Guardian). In this role, Ted has responsibility to lead the investment teams in the Canadian equity category: Growth Equities, Equity Income, and Core/Quality Growth. He joined Guardian in 2000 as part of the Canadian equity team. In his previous role as Managing Director, Canadian Equity, his portfolio management focus was on Guardian’s large-cap Core Canadian equities strategies. His career in the financial services industry began in 1983 when he joined Confederation Life Insurance as a financial analyst. | ||
| James Lawson | Portfolio Manager | 1999 | 2000 |
| Biography | James Lawson has been a Canadian equity portfolio manager for 18 years specializing in small and mid-capitalization stocks. Prior to joining Picton Mahoney Asset Management, he was a senior member of the investment management team at KBSH Capital Management Inc. He has also managed retail and institutional portfolios at Guardian Capital and Bank of Montreal and was a software analyst at Merrill Lynch. His other business experience includes eight years as a strategy consultant. James has an MBA from York University and an HBA from the University of Western Ontario. | ||
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