Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Bmo Canadian Stock Selection Nba (0P000076IU)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
37.402 +0.070    +0.20%
13/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 168.65M
BMO Canadian Stock Selection NBA 37.402 +0.070 +0.20%

0P000076IU Overview

 
On this page you'll find an in-depth profile of Bmo Canadian Stock Selection Nba. Learn about the key management, total assets, investment strategy and contact information of 0P000076IU among other information.
Category

Canadian Equity

Total Assets

168.65M

Expenses

Inception Date

Jan 22, 1997

Contact Information

Address 100 King Street West
Toronto,ON M5X 1A1
Canada
Phone +1 8003611392

Top Executives

Name Title Since Until
Jordan Luckock Portfolio Manager 2022 Now
Biography Jordan joined BMO in March 2022 as the lead portfolio manager for BMO GAM’s Canadian core equity mandates. Jordan brings 18 years of professional investment experience to the team, including 10 years managing Canadian-focused large cap equity portfolios for institutional, retail, and high net worth clients. He has an Honours Bachelor of Arts in Economics degree from the University of Western Ontario (Huron College) and a Master of Science (Finance) degree from Queen’s University.
Valentin Padure Portfolio Manager 2022 Now
Biography Valentin joined BMO in 2022 as the lead portfolio manager for the BMO GAM Canadian small cap mandates. Given the team-based collaborative culture of the team, Val is also involved with mandates related to BMO all-cap North American growth. He has 7 years of industry experience including 4+ years of dedicated small cap experience, focusing exclusively on small & mid-cap companies across all industries. Most recently, Val was the Portfolio Lead for another firm’s Canadian small cap strategies. He holds a Bachelor of Business Administration from the Schulich School of Business at York University.
Nicole White Associate Portfolio Manager, Canadian Fundamental Equities 2021 Now
Biography Nicole joined BMO Global Asset Management in August 2021 as an Associate Portfolio Manager with a focus on Preferred Shares. Nicole brings 20 years of experience in Fixed Income, Currency and Multi-Asset portfolio management from a Canadian Investment firm with both institutional and retail mandates. Nicole has a Bachelor of Commerce from the University of Guelph and is a CFA Charterholder.
Jennifer So - 2015 Now
Biography Jennifer joined BMO GAM in September 2015 as an equity analyst with a focus on ESG, industrials, large cap energy and materials (non-mining). She spent a decade at a Canadian Bank with experience in Investment Banking, Research and Institutional Sales. In addition she has a further 7 years’ experience as a Chartered Accountant at one of the big four accounting firms and teaching undergraduate finance at a Canadian University. Jennifer has a Bachelor of Commerce from the University of Toronto and is a CFA Charterholder, Chartered Accountant and Chartered Professional Accountant.
Philip Harrington Director & PM 2012 Now
Biography Philip joined BMO Asset Management Inc. in March 2012 and brings with him over 17 years’ experience in the investment industry. Philip is a member of the large cap portfolio management team at BMO AM responsible for the firm’s Canadian dividend and income strategies. Previously, he worked as both an analyst and portfolio manager at BMO Harris Investment Management. A graduate from the University of Toronto, Philip holds a Bachelor of Commerce degree, received his Master of Finance from the Rotman School of Business and is a CFA charterholder.
Lutz Zeitler Managing Dir & PM 2012 Now
Biography Lutz joined BMO Asset Management Inc.’s Canadian equity team in March 2012 as portfolio manager primarily focused on the firm’s large-cap Canadian dividend and income strategies, Prior to joining BMO AM, Lutz was a portfolio manager with BMO Harris Investment Management where he managed several Canadian equity yield and core mandates. In addition to Lutz’s over two decades of experience in both portfolio management and research, he holds a Master of Business Administration from the Richard Ivey School of Business and is a CFA charterholder.
Tyler Hewlett Director & Portfolio Manager 2017 2022
Biography Tyler is the lead portfolio manager for BMO Asset Management’s Canadian Small Cap strategy and is responsible for all of the firm’s Canadian small cap mandates. He joined BMO Asset Management in 2007 as an analyst, covering multiple sectors with a focus on small capitalization equities. Tyler served as back-up manager of the small cap strategies before subsequently assuming his position as lead manager. Tyler holds a Bachelor of Commerce degree from Queen’s University and is a CFA charterholder.
David Taylor Vice President & Portfolio Manager 2017 2022
Biography David is a Portfolio Manager for BMO Asset Management Inc.’s Canadian small cap strategies. He joined the firm in 2012 & started to engage in investment industry since 2003. Additionally,he has started to focuse exclusively on analyzing small & mid-cap companies since 2006. Prior to joining BMO AM, David worked in equity research where he covered multiple sectors. He holds an Honors of Business Administration (HBA) degree from the Richard Ivey School of Business at the Univ. of Western Ontario and is a CFA charterholder.
Greg Gipson Vice President 2017 2017
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.
Gino Di Monte Other Executives 1997 2017
Biography In a career spanning over 28 years, Gino joined BMO Asset Management Inc. in 1997 as a portfolio manager for large cap Canadian equities. Previously, he was employed at Nesbitt Burns (now BMO Capital Markets), Nesbitt Thomson and National Trust. Gino holds a Bachelor of Commerce Degree from the University of Toronto and is a CFA charterholder.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P000076IU Comments

Write your thoughts about Bmo Canadian Stock Selection Nba
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email