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.

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.

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.

Join BMO GAM’s expanded Global Equity Team to discuss expertly crafted portfolio management strategies and new investment solutions:

Speakers

Jeremy Yeung, CFA

Portfolio Manager (Technology and Communications), Global Equity

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

Portfolio Manager (Technology and Communications), Global Equity

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

Lead Global Equity Portfolio Manager (Healthcare), Global Equity

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

Chief Investment Officer (CIO), BMO Global Asset Management

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.

Contact us

Give us a call

For Mutual Funds:
1-800-668-7327
For ETFs:
1-800-361-1392

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.

18926, 19046, 19049, 19162, 19064, 19160, 19066, 19161, 19067, 19052, 19081, 19070, 19062, 19273, 19272, 19163
10754, 18926, 19049, 19064