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Bmo Us Equity F (0P00018WQZ)

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36.366 +0.420    +1.17%
20/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.24B
Type:  Fund
Market:  Canada
Asset Class:  Equity
BMO US Equity F 36.366 +0.420 +1.17%

0P00018WQZ Overview

 
On this page you'll find an in-depth profile of Bmo Us Equity F. Learn about the key management, total assets, investment strategy and contact information of 0P00018WQZ among other information.
Category

US Equity

Total Assets

1.24B

Expenses

Inception Date

Nov 03, 2008

Investment Strategy

This fund’s objective is to increase the value of your investment over the long term by investing in equities of well-established U.S. companies that may be undervalued by the marketplace.

Contact Information

Address Suite 4200
Toronto,ON M5K 1J5
Canada
Phone 1-800-668-7327
Fax 416 867 6203

Top Executives

Name Title Since Until
Jason C. Hans Equity Portfolio Manager 2021 Now
Biography Jason joined BMO Asset Management Inc in 2008 and is responsible for equity portfolio management and research. Jason began his experience in the investment industry in 1998, and was the Managing Director, Head of Research for Quantitative Services Group. Jason holds an MBA in Finance from Notre Dame and a BS in Business, with a major in Finance and a minor in Physics from Miami University. In addition, Jason holds the Chartered Financial Analyst® (CFA) designation, is a member of the CFA Institute, the CFA Society of Chicago and the Chicago Quantitative Alliance
Ernesto Ramos Portfolio Manager 2013 Now
Biography Ernesto is the managing director of active equities and a portfolio manager at BMO Global Asset Management. He joined the company in 2005. Ernesto began his investment management career in 1992 with Batterymarch Financial Management. He holds a Ph.D. and an M.S. in statistics from Harvard University and a B.S. in mathematics from MIT.
Daniel L. Sido Senior Partner 2005 2013
Biography Daniel L. Sido is a Senior Partner and Portfolio Manager and joined Harris Investment Management in 1994. Dan joined the firm from St. Louis bringing 11 years experience as a Portfolio Manager of taxable and non-taxable equity and fixed income accounts and as a fundamental and quantitative research analyst. Dan is a member of the Chicago Quantitative Alliance and graduated from Bradley University with a B.S. in Finance and an M.B.A. from Saint Louis University.
Donald G.M. Coxe Portfolio Manager 1997 2007
Biography Mr. Coxe is Chairman, Portfolio Manager and Chief Strategist at Coxe Advisors (since 2009). Previously, Mr. Cox served as CEO of a major Canadian investment counseling firm, research director and strategist for a leading Canadian institutional dealer, a strategist on Wall Street, and CEO and CIO for Harris Investment Management, Inc. At Harris, he was, until 2006 co-manager and/or portfolio strategist. For 20 years, until 2012, as Strategy Advisor to BMO Financial Group, Mr. Coxe published an institutional portfolio strategy journal.
Norman Harris - 1997 1999
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