BMO’s Global Equity Solutions
Our expanding Global Equity team brings a wealth of investing experience across multiple sectors to meet clients’ distinct needs under all market conditions.
November 2022
Expertise that dives deeper
The award-winning1 Global Equity team has a strong history of trust and collaboration from their decade of investing together. The Global Equity team’s unique sector model allows the portfolio managers to generate their best ideas from a global opportunity set of more than 12,000 stocks. Through deep industry relationships, extensive sector expertise and collaborative insights, the BMO Global Equity team can dive deeper to generate alpha2 for clients. This differentiated model results in a multi-manager, multi-sector strategy that optimizes our strengths and works to protect capital.
BMO Global Income & Growth Fund
Active balanced mutual fund
Capturing growth made easy with this core, all-in-one global multi-asset solution.
BMO Canadian Income & Growth Fund
Active balanced mutual fund
Access a Canadian balanced solution that can invest in multiple asset classes, regions or sectors.
BMO Global Innovators Fund
Active global equity mutual fund
Discover innovation beyond the technology sector with our new global multi-sector strategy.
Our investment process
Through dedicated sector experts and a decentralized model, we go further to generate alpha. Our deep industry relationships with key individuals and companies are at the foundation, allowing us to identify timely trends—and potential impacts—across sectors quickly.
Investment universe
Global opportunity set of 12,000 stocks and 11 sectors.
Macro input
Insights from the Multi-Asset Solutions Team (MAST) drive strategic views.
Stock selection
Access the top sector ideas from domain experts.
Portfolio optimization
Monitor and adjust for the best estimated return versus risk.
BMO Global Income & Growth Fund
Supported by the MAST and BMO’s Active Fixed Income team, our sector specialists are able to leverage their top ideas in one global balanced fund.
The BMO Global Income & Growth Fund invests in equity and fixed income securities from around the world and has the flexibility to use all regions, styles and sectors. With a go-anywhere approach, this Fund can capture growth opportunities and provide diversification benefits to portfolios.
BMO Canadian Income & Growth Fund
Having the ability to invest across multiple asset classes, regions and sectors is critical to achieving optimal performance.
The BMO Canadian Income & Growth Fund uses the expertise and insights, both micro (individual stock selection) and macro (how economic trends influence sectors) to generate income. The Fund invests directly or indirectly in Canadian equity and fixed income securities to provide long-term capital growth.
BMO Global Innovators Fund
The Global Equity team believes a new Industrial Revolution is set to commence over the next decade as technologies such as Artificial Intelligence and Web 3.0 are commercialized and made profitable.
The BMO Global Innovators Fund uses a global network to identify emerging trends at an early stage and seek the most innovative companies in the world. The fund invests in equity and equity-related securities of global companies involved in the development of innovative products, processes or services.
The two key fundamental tenets of our model have always been sector expertise and being partners with our clients. We are stewards of their capital, which comes with the responsibility to both take that seriously in terms of the investment process, but also our responsiveness—and we truly believe that as a team. If a client needs us, we are there for them.
Jeff Elliott, Ph.D., CFA, MBA
Portfolio Manager, Head of Global Equity
These experienced professionals with a strong investment pedigree will help us further broaden our in-house capabilities, innovate, and deliver for our clients. They have a history of strong positioning in the global equities space, experience in growing assets, and have collaboratively managed assets for more than a decade.
Sadiq S. Adatia, FSA, FCIA, CFA
Chief Investment Officer (CIO), BMO Global Asset Management
Access a Global Team of Experts
In July 2022, we announced the addition of a highly experienced and award-winning1 Global Equity team. With more than a decade of investing together, the group utilizes a decentralized approach for portfolio construction, whereby sector specialists are granted complete autonomy over their allocation and given the power to buy and sell securities directly—prioritizing domain expertise to make informed decisions and help identify emerging trends in real time.
Meet Your Team
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Healthcare Jeff Elliott, Ph.D., CFA, MBA Portfolio Manager READ BIO |
Healthcare Edward-Durrant Taylor, MBA Product Specialist READ BIO |
Technology Malcom White, CFA Portfolio Manager READ BIO |
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Technology Jeremy Yeung, CFA Portfolio Manager READ BIO |
Technology Adriana Buduru Analyst READ BIO |
Financial John Hadwen, CFA Portfolio Manager READ BIO |
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Financial Goshen Benzaquen, MBA Portfolio Manager READ BIO |
Financial Kyle Mendyk, CFA Associate Portfolio Manager READ BIO |
Consumer Ashley Bussin, CFA Senior Analyst READ BIO |
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Consumer Alex Payne, CFA Senior Analyst READ BIO |
Infrastructure/Industrials Massimo Bonansinga, MBA Portfolio Manager READ BIO |
Infrastructure/Industrials Janice Wong, CFA, CPA Associate Portfolio Manager READ BIO |
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Infrastructure/Industrials Alex Yang, CFA Associate Portfolio Manager READ BIO |
Resources Hoa Hong, CFA, MBA Portfolio Manager READ BIO |
Resources Hannah Ou Analyst READ BIO |
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REIT Kate MacDonald, CFA, MFin Portfolio Manager READ BIO |
Shawna McIntee Trader READ BIO |
Please contact your BMO Global Asset Management wholesaler for any support and guidance.
1TopGun Investment Minds Platinum Class winners 2021/2022 – Platinum Class Winners, Malcolm White, Jeremy Yeung. Platinum Class awarded to individuals who have been Designated TopGun in four consecutive years.
2A measure of performance often considered the active return on an investment. It gauges the performance of an investment against a market index or benchmark which is considered to represent the market’s movement as a whole. The excess return of an investment relative to the return of a benchmark index is the investment’s alpha.
Disclosures:
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Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.
BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.
Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus. ETF Series of the BMO Mutual Funds trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.
Distribution yields are calculated by using the most recent regular distribution, or expected distribution, (which may be based on income, dividends, return of capital, and option premiums, as applicable) and excluding additional year end distributions, and special reinvested distributions annualized for frequency, divided by current net asset value (NAV). Distributions are not guaranteed, may fluctuate and are subject to change and/or elimination. Distribution rates may change without notice (up or down) depending on market conditions and net asset value (NAV) fluctuations. The payment of distributions should not be confused with a BMO Mutual Fund’s performance, rate of return or yield. If distributions paid by a BMO Mutual Fund are greater than the performance of the investment fund, your original investment will shrink. Distributions paid as a result of capital gains realized by a BMO Mutual Fund, and income and dividends earned by a BMO Mutual Fund, are taxable in your hands in the year they are paid. Your adjusted cost base will be reduced by the amount of any returns of capital. If your adjusted cost base goes below zero, you will have to pay capital gains tax on the amount below zero.
Distributions, if any, for all series of securities of a BMO Mutual Fund (other than ETF Series) are automatically reinvested in additional securities of the same series of the applicable BMO Mutual Fund, unless the securityholder elects in writing that they prefer to receive cash distributions. For further information, see the distribution policy for the applicable BMO Mutual Fund in the simplified prospectus.
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