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Bmo Us Equity Class F (0P0000MOR4)

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BMO US Equity Class F historical data, for real-time data please try another search
29.353 +0.220    +0.77%
25/08 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 82.56M
BMO US Equity Class F 29.353 +0.220 +0.77%

0P0000MOR4 Overview

 
On this page you'll find an in-depth profile of Bmo Us Equity Class F. Learn about the key management, total assets, investment strategy and contact information of 0P0000MOR4 among other information.
Category

US Equity

Total Assets

82.56M

Expenses

Inception Date

Nov 11, 2009

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 2014 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.
Matthew Bender Portfolio Manager 2009 2014
Daniel L. Sido Senior Partner 2009 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.
Christopher H. Blake Managing Director 2006 2009
Biography Christopher H. Blake, a Managing Director of the Investment Manager, is a portfolio manager/analyst on the Investment Manager’s US Equity Concentrated team. Mr. Blake joined the Investment Manager in 1995, when he began working in the investment field as a research analyst for the Investment Manager. He has a BSBA in Finance from the University of Denver.
Andrew D. Lacey Director 2001 2009
Biography Andrew Lacey is a Managing Director and a Portfolio Manager/Analyst on various US equity strategies as well as Global Equity Select. He began working in the investment field upon joining the firm in 1995 as a Research Analyst covering the technology sector. Andrew has an MBA from Columbia University and a BA (Hons) from the College of Social Studies, Wesleyan University. Prior to joining Lazard, Andrew was a teacher at the Pingry School and Buckingham Browne & Nichols for five years. He continues to be involved in education as a board member for KIPP New Jersey and Link Education Partners.
Paul Dietche president and co-chief Investment Officer 1987 2009
Biography Dietche, a Chartered Financial Analyst, is president and co-chief investment officer of Dietche and Field Advisers Inc.
Michael S. Rome Managing Director 1998 2001
Biography Rome is a managing director of Lazard Asset Management, his employer since 1991. Previously, he spent a year as a senior vice president with Mark Partners, and seven years as a vice president with Goldman Sachs.
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