Global Equity Funds
In each portfolio we incorporate the experience and insights of more than 40 investment professionals to meet clients’ distinct needs.
Going global for growth
Investment process
Investment Universe
Macro Input
Stock Selection
Portfolio Optimization
BMO Global Income & Growth Fund
Supported by the MAST and BMO’s Active Fixed Income team, our sector specialists leverage their top ideas in one global balanced fund.
The BMO Global Income & Growth Fund invests in equity and fixed income securities from around the world and has the flexibility to use all regions, styles, and sectors. With a go-anywhere approach, this Fund can capture growth opportunities and provide diversification benefits to portfolios.
BMO Global Innovators Fund
The Global Equity team believes a new Industrial Revolution is set to commence over the next decade as technologies such as Artificial Intelligence and Web 3.0 are commercialized and made profitable.
The BMO Global Innovators Fund leverages a global network of specialists to identify emerging trends at an early stage and invest in equity and equity-related securities of global companies involved in the development of innovative products, processes, or services.
BMO Global Equity Fund
Core investment style, with the ability to tilt to Value or Growth as market conditions dictate.
The BMO Global Equity Fund collaborates with the BMO MAST team to bring both top-down and bottom-up information together to find the most attractive sectors for investment. By combining macro views with “on the ground” fundamental information from the sector teams, the team can generate unique and differentiated insights which allow the portfolio to be “tilted” towards sectors that offer greater return potential.
Access a global team of experienced professionals
Carmen Tang, CFA, MBA
Carmen joined BMO Global Asset Management (BMO GAM) in March 2023 as an Associate Portfolio Manager in Global Equities. She has over 20 years of experience in health care investment management. Prior to joining BMO GAM, Carmen was a senior analyst at AGF Investment Management. She earned a Master of Science in Pharmacology from University of Toronto and an MBA from Queen’s University. She is also a CFA charterholder.
Hussam Maqbool, CFA
Hussam is a Senior Analyst within BMO Global Asset Management’s (BMO GAM) Real Estate team. Prior to joining BMO, he was a Research Associate at National Bank covering real estate for four years, and most recently helped launch ESG orientated funds at Advantage Capital Strategies Group. He graduated from McGill University with a BCom, majoring in economics with minors in finance and mathematics.
Nick Cevallos
Nick joined BMO Global Asset Management (BMO GAM) in March 2023 as an Analyst, Equities specializing in the Consumer Staples & Discretionary sectors. Prior to joining BMO GAM, Nicholas worked at Ontario Teachers’ Pension Plan on the Infrastructure & Natural Resources group where he supported the team in evaluating and executing private equity transactions within the agriculture, metals and telecommunications sectors. Nicholas completed his undergraduate degree at McMaster University where he majored in Commerce.
Marco Iaboni
Marco joined BMO Global Asset Management (BMO GAM) in August 2023 as a Global Equity Analyst specializing in the Technology and Communications sectors. Prior to joining BMO GAM, Marco spent four years as an Equity Research Associate at Credit Suisse covering the US Software sector. Marco graduated from the University of Toronto with a BCom, specializing in finance and economics.
Kate MacDonald, CFA, Mfin
Kate joined BMO Global Asset Management’s Global Equity team in 2022. Kate is responsible for the BMO Global REIT Fund and ETF (BGRT) as well as managing real estate allocations across diversified mandates. Prior to joining BMO GAM, 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, 2022, and 2023, achieving Platinum Class in 2023. Kate has more than 15 years of investment industry experience specializing in real estate securities. Kate holds a Master of Finance from Queen’s University Smith School of Business and is a CFA charterholder.
Ashley Bussin, CFA
Ashley is an Associate Portfolio Manager, responsible for covering the Consumer Discretionary and Staples sectors. She has over 15 years of experience and was a Partner at a leading Canadian hedge fund. Ashley has a Bachelor of Commerce from McGill University and is a CFA Charterholder.
Hannah (Zihan) Ou
Hannah has 1 year of experience within investment management and capital markets. She is currently completing the Master of Financial Economics program from the University of Toronto and holds a Bachelor of Mathematics and a Bachelor of Business Administration from the University of Waterloo and Wilfrid Laurier University, respectively.
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.
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Disclaimers
1A 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 material 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.
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.
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