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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

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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.

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BMO Global Innovators Fund

Active global equity mutual fund

Discover innovation beyond the technology sector with our new global multi-sector strategy.

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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.

Learn more about the BMO Global Income & Growth Fund

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.

Learn more about the BMO Canadian Income & Growth Fund

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.

Learn more about the BMO Global Innovators Fund

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

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
Technology
Jeremy Yeung, CFA
Portfolio Manager
READ BIO
Technology
Adriana Buduru
Analyst
READ BIO
Financial
John Hadwen, CFA
Portfolio Manager
READ BIO
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
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
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
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:

Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.

This communication is for information purposes. The information contained herein is not, and should not be construed as, investment advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

The viewpoints expressed by the Portfolio Manager represents their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. This communication is intended for informational purposes only.

Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the 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. Distributions are not guaranteed and are subject to change and/or elimination. For a summary of the risks of an investment in BMO Mutual Funds, please see the specific risks set out in the prospectus.

BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.

BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate.

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* As compared to an investment that generates an equivalent amount of interest income.

®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, and trust and custody services. BMO Global Asset Management comprises BMO Asset Management Inc. and BMO Investments Inc. Certain of the products and services offered under the brand name, BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions and may not be available to all investors. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO).

BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing.

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.

BMO Life Assurance Company is the issuer of the BMO Segregated Funds individual variable insurance contract referred to in the Information Folder and the guarantor of any guarantee provisions therein. The BMO GIF Information Folder and Policy Provisions provide full details and govern in all cases. BMO GIF products are offered through BMO Life Assurance, a separate legal entity than BMO Global Asset Management and wholly owned by BMO Financial Group. Segregated funds are only available for sale by individuals with appropriate insurance licences and are not considered a mutual fund. Segregated fund fees are higher than mutual funds as they include insurance fees to provide for the guarantees on deposits at maturity or on death.

Legal and regulatory disclosures

This information is for Investment Advisors only. By accepting, you certify that you are an Investment Advisor. If you are NOT an Investment Advisor, please decline and view the content in the Investor or Institutional areas of the site. The website is for informational purposes only and is not intended to provide a complete description of BMO Global Asset Management’s products or services. Past performance is not indicative of future results. It should not be construed as investment advice or relied upon in making an investment decision. Products and services of BMO Global Asset Management are only offered in jurisdictions where they may be lawfully offered for sale. The information contained in this Website does not constitute an offer or solicitation by anyone to buy or sell any investment fund or other product, service or information to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. All products and services are subject to the terms of each and every applicable agreement. It is important to note that not all products, services and information are available in all jurisdictions outside Canada.