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This fund’s objective is to generate long-term growth of capital and income by investing primarily in securities of Canadian and foreign funds within the BMO Mutual Funds family of mutual funds.
Name | Title | Since | Until |
---|---|---|---|
Steve Shepherd | Portfolio Manager | 2014 | Now |
Biography | Steve has 20 yrs’ experience in the investment industry, and currently serves as an investment strategist, focussing primarily on the asset allocation of BMO AM's fund of fund solutions. Steve has had senior roles in sales and product development, most recently as Vice President, Equity Strategies with BMO Investments Inc.. Steve holds an Honours BA from the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charterholder. | ||
Greg Gipson | Vice President | 2018 | 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. | ||
Paul Taylor | CIO (Chief Investment Officer) | 2014 | 2018 |
Biography | Paul oversees asset allocation both from a strategic and tactical perspective for the firm’s multi-asset class strategies, in addition to being a member of its leadership team. He has 25 years of investment industry experience, 10 of which have been with BMO Financial Group. Paul earned his Bachelor of Arts (Economics) degree from the University of Western Ontario and his Masters of Business Administration (MBA) degree from Queen’s University. He is a CFA charterholder and a member of the CFA Institute and the Toronto CFA Society. | ||
Rob Bechard | Portfolio Manager | 2014 | 2014 |
Biography | Rob Bechard has been in the investment industry since 1998. Prior to joining BMO, Rob was a fixed income portfolio manager at Barclays Global Investors for 7 years in both their London (UK) and Toronto offices. In addition, Rob has worked extensively on synthetic equity and currency hedged portfolios. Rob holds a BSc in mathematics from Queen’s University, Kingston, Canada and an MSc in mathematical trading and finance from City University Business School, London, England. He also has received his CFA designation. | ||
Keith Taylor | Portfolio Manager | 2006 | 2014 |
Biography | Keith Taylor, CFA BMO Asset Management Inc. Keith Taylor has been a Portfolio Manager with BMO Asset Management Inc. since July 2008. Prior to joining BMO Asset Management, he was a Portfolio Manager with GGOF Investment Management from March 2001 to July 2008. |
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