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Expertise That Goes Further
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 go further 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
BMO Canadian Income & Growth Fund
Active balanced mutual fund
BMO Global Innovators Fund
Active global equity mutual fund
Our Investment Process
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
BMO Canadian Income & Growth Fund
BMO Global Innovators Fund
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.
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.
Access a Global Team of Experts
Meet Your Team
Kate MacDonald, CFA, Mfin
Kate has more than 15 years of investment industry experience specializing in Real Estate securities. Most recently, Kate served as Vice President, Portfolio Manager, Global Real Estate at CI Global Asset Management. Kate was recognized as a Canadian TopGun Investment Mind by Brendan Wood International in 2020, 2021 and 2022. Kate holds the Chartered Financial Analyst (CFA) designation and a Master of Finance from Queen’s University Smith School of Business.
Shawna McIntee
Shawna has 22 years of experience in the investment management industry, of which she has 18 years of experience trading active equity mandates. Most recently, she was an Institutional Equity Trader at CI Global Asset Management. Shawna has a Bachelor of Science from McGill University.
Edward Durrant-Taylor, MBA
Edward has 14 years of experience in the investment management industry, most recently at CI Global Asset Management, where he served as a Director. He holds an MBA (Finance) from the University of Toronto and a Bachelor of Arts, History from McGill University.
Kyle Mendyk, CFA
Kyle specializes in the global financial sector and is responsible for equity portfolio management and research. Most recently, he was an Equity Analyst, Global Financials at CI Global Asset Management, where he supported the global financials team. Prior to that he held various roles supporting the asset allocation, risk management and sector allocation teams. Kyle holds the Chartered Financial Analyst (CFA) designation and has a joint Bachelor of Arts with Honours in Finance and Financial Economics from Western University.
Adriana Buduru
Adriana has three years of experience within the investment management industry and capital markets. She is responsible for conducting investment research which would support portfolio management as well as the development of new investment strategies within the Technology sector. She holds a Bachelor of Mathematics and a Bachelor of Business Administration from the University of Waterloo and Wilfrid Laurier University, respectively.
Janice Wong, CFA, CPA
Janice has 20 years of experience in the financial services industry and specializes in industrials and infrastructure. Most recently, she was a Senior Investment Analyst, Global Industrial Equities at CI Global Asset Management, where she managed asset allocation and stock selection. Janice has a Master of Accounting degree from the University of Waterloo.
Alex Yang, CFA
Alex has 15 years of experience in the investment management industry and specializes in utilities, industrials and infrastructure. Most recently, he served as Senior Investment Analyst at CI Global Asset Management, managing asset allocation and stock selection. Alex holds the Chartered Financial Analyst (CFA) designation and has a Master’s in Economics from the National University of Singapore.
Alex Payne, CFA
Alex has 8 years of experience in the investment management industry and specializes in Consumer Discretionary and Staples. Most recently, Alex served as an Equity Analyst, Global Consumer at CI Global Asset Management and was the interim sector lead. Alex has a Bachelor of Business Administration degree with Honours with a specialization in Finance and a minor in Economics from Wilfrid Laurier University.
Goshen Benzaquen, MBA
Goshen has 20 years of experience in the investment industry, most recently at CI Global Asset Management where he served as Vice President, Portfolio Management and Portfolio Manager. Goshen has an MBA (Finance) from Schulich School of Business and a Bachelor of Arts, Economics with Honours from York University.
Jeremy Yeung, CFA
Jeremy specializes in the technology sector and is responsible for equity portfolio management and research. Most recently, he served as Vice President, Portfolio Management and Portfolio Manager at CI Global Asset Management where his responsibilities included security selection and trade execution. He has been recognized for four consecutive years as a TopGun Investment Mind in Canada, attaining Platinum Status (TopGun Investment Minds and Buy-Side Traders of Canadian Stocks 2021/2022 | Brendan Wood International | TopGun Press). Jeremy holds a Bachelor of Administrative and Commercial Studies from the University of Western Ontario as well as the Chartered Financial Analyst (CFA) designation.
Hoa Hong, CFA, MBA
Hoa has over 20 years of investment experience in both equity and fixed income and specializes in energy and resources. Most recently, she was Vice President, Portfolio Management and Portfolio Manager at CI Global Asset Management. She has been recognized for four consecutive years as a TopGun Investment Mind in Canada, attaining Platinum Status (TopGun Investment Minds and Buy-Side Traders of Canadian Stocks 2021/2022 | Brendan Wood International | TopGun Press). Hoa holds the Chartered Financial Analyst (CFA) designation, an MBA from McMaster University, and a Bachelor of Pharmacy from the University of Toronto.
Massimo Bonansinga, MBA
Massimo has over 30 years of financial, managerial and consulting experience and specializes in automotive, utilities, industrials and infrastructure. Most recently, he served as Vice President, Portfolio Management and Portfolio Manager at CI Global Asset Management. Massimo has an MBA (Finance) from the Wharton School of the University of Pennsylvania and a Master’s and Bachelor’s degree from Università Bocconi in Milan.
Malcolm White, CFA
Malcolm specializes in the technology sector and is responsible for equity portfolio management and research. Most recently, he served as Senior Portfolio Manager at CI Global Asset Management. He has been recognized for four consecutive years as a TopGun Investment Mind in Canada, attaining Platinum Status (TopGun Investment Minds and Buy-Side Traders of Canadian Stocks 2021/2022 | Brendan Wood International | TopGun Press). Malcolm holds a Bachelor of Arts from Queen’s University and the Chartered Financial Analyst (CFA) designation. He has lectured internationally on the applications of AI in finance and is currently completing his Master of Science, Data Science from the University of Colorado Boulder.
John Hadwen, CFA
John has nearly 30 years of experience in the investment industry and specializes in the financial services sector. Most recently, he served as Vice President, Portfolio Management and Portfolio Manager at CI Global Asset Management where he was responsible for stock selection in the financial services sector and dividend fund portfolio management. John holds a Bachelor of Arts degree with Honours in administrative studies from Trent University and the Chartered Financial Analyst (CFA) designation.
Jeff Elliott, Ph.D, CFA, MBA
Jeff leads the Global Equity portfolio management team and as a member of the Investment Committee, helps set the strategic direction of the team. Jeff has more than 19 years of investment industry experience and specializes in the global healthcare sector. Most recently, he served as Vice President and Portfolio Manager, Equities at CI Global Asset Management. Jeff holds the Chartered Financial Analyst (CFA) designation, an MBA from Richard Ivey School of Business, a Ph.D. in Molecular Biology and Biochemistry from Simon Fraser University, and a Bachelor of Science in Biochemistry from Queen’s University.
Explore more Global Equity Solutions
BMO Global Infrastructure Fund
Investing in stable, predictable, and growing companies
Infrastructure assets are focused on providing essential, community services through long-lived capital intensive assets.
BMO Global Equity Fund
A global view built on sector insights
The Global Equity Team’s unique decentralized sector model allows them to generate their best ideas from a global opportunity set of more than 12,000 stocks
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Disclosures
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.
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.
®/™ Registered trademarks/trademark of Bank of Montreal, used under licence.
Speakers
Jeremy Yeung, CFA
Jeremy specializes in the technology sector and is responsible for equity portfolio management and research. Most recently, he served as Vice President, Portfolio Management and Portfolio Manager at CI Global Asset Management where his responsibilities included security selection and trade execution. He has been recognized for four consecutive years as a TopGun Investment Mind in Canada, attaining Platinum Status (TopGun Investment Minds and Buy-Side Traders of Canadian Stocks 2021/2022 | Brendan Wood International | TopGun Press). Jeremy holds a Bachelor of Administrative and Commercial Studies from the University of Western Ontario as well as the Chartered Financial Analyst (CFA) designation.
Malcolm White, CFA
Malcolm specializes in the technology sector and is responsible for equity portfolio management and research. Most recently, he served as Senior Portfolio Manager at CI Global Asset Management. He has been recognized for four consecutive years as a TopGun Investment Mind in Canada, attaining Platinum Status (TopGun Investment Minds and Buy-Side Traders of Canadian Stocks 2021/2022 | Brendan Wood International | TopGun Press). Malcolm holds a Bachelor of Arts from Queen’s University and the Chartered Financial Analyst (CFA) designation. He has lectured internationally on the applications of AI in finance and is currently completing his Master of Science, Data Science from the University of Colorado Boulder.
Jeff Elliott, Ph.D, CFA, MBA
Jeff leads the Global Equity portfolio management team and as a member of the Investment Committee, helps set the strategic direction of the team. Jeff has more than 19 years of investment industry experience and specializes in the global healthcare sector. Most recently, he served as Vice President and Portfolio Manager, Equities at CI Global Asset Management. Jeff holds the Chartered Financial Analyst (CFA) designation, an MBA from Richard Ivey School of Business, a Ph.D. in Molecular Biology and Biochemistry from Simon Fraser University, and a Bachelor of Science in Biochemistry from Queen’s University.
Sadiq S. Adatia, FSA, FCIA, CFA
As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Teams and sits on the BMO GAM Executive Committee. He is responsible for overall investment strategy and risk management across BMO GAM’s investment solutions. He oversees asset allocation, portfolio structure, trading, portfolio analytics and investment governance across all traditional asset classes. Sadiq joined BMO GAM in August 2021, bringing with him strong knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation. Sadiq’s investment knowledge is widely sought after in the broader investment community by media outlets such as CNBC, BNN/Bloomberg and Reuters. Before joining BMO GAM, Sadiq was Chief Investment Officer at Sun Life Global Investments and Russell Investments Canada. Prior to that, he worked at Mercer as Business Leader for Investment Consulting for Central Canada. Sadiq holds an Honours Bachelor of Mathematics degree in Actuarial Science & Statistics from the University of Waterloo. He is also a CFA Charter holder and is a Fellow, both of the Society of Actuaries (Investment Specialty Track) and the Canadian Institute of Actuaries.
Cities
Richmond Hill, ON
Thu Dec 1
Waterloo, ON
Tues Dec 6
Burlington, ON
Tues Dec 6
Montreal, QC
Wed Dec 7
Ottawa, ON
Thu Dec 8
Moncton, NB
Tues Jan 24
Dartmouth, NS
Thurs Jan 26
St. Johns, NL
Wed Jan 25