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U.S. Equities

The US is the world’s largest economy and home to many of its most successful companies. The BMO Disciplined U.S. Equities approach to portfolio construction balances return and risk, while removing emotion from the decision-making process.

At BMO Global Asset Management, we believe in an integration of fundamental and quantitative analysis. The BMO Disciplined U.S. Equities approach adds value through active stock selection, thoughtful risk management and an adaptive and proactive response to market conditions.

BMO Disciplined US Equities

Solutions

BMO Large-Cap Growth Fund

BMO Large-Cap Value Fund

BMO Mid-Cap Growth Fund

BMO Mid-Cap Value Fund

BMO Small-Cap Core Fund

BMO Small-Cap Growth Fund

BMO Small-Cap Value Fund

BMO Dividend Income Fund

BMO U.S. Dividend Fund

BMO Low Volatility Equity Fund

Insights

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Equity
Low volatility equities: Why now, why active? Against the backdrop of rising volatility and expensive valuations for risk reduction, an active low volatility strategy that empowers investors to reduce risk at reasonable cost while maintaining equity upside for the long-term is imperative now more than ever.
Equity
11/12/2019
One Investing Style to Thrive in the Late Cycle Amid slowing economic growth and depressed market sentiment, cracks are emerging in how institutional asset managers have evaluated risk versus value during the recent 10-year bull market.
Equity
Hedging against FAANG Optimism Even though FAANGs are revered as pillars of the U.S. stock market, BMO Head of Disciplined Equities, David Corris, thinks there is a better way to out-distance the Index over the long term. According to David, targeting less trendy, low volatility companies that are typically – and systematically – undervalued is how risk-focused investors can achieve equity market exposure, while preserving downside protection.
Equity
Global Small-Cap Allocation: A Catalyst to Portfolio Success While institutional investors worldwide have traditionally focused on larger-cap stocks, increasingly, more asset owners and managers are strategically allocating to small caps as part of their global equity portfolios.
Equity
01/01/2018
Small Cap Does Not Have to Equal Big Risk Portfolio managers Tyler Hewlett and David Taylor defy the conventional notion that equates small-cap stocks with a high amount of risk – with their track record of focusing on quality, growth and value creation for the long term.

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