U.S. Equities

Our U.S.-based Disciplined Equities team combines the strengths of fundamental and quantitative analysis to build active portfolios spanning the market cap spectrum. In addition to the range of U.S. equity solutions, the Disciplined Equities team also applies this approach to international and global equity portfolios.

Our approach to equity investing

The BMO Disciplined Equities approach to portfolio construction seeks to balance return and risk, while removing emotion from the decision-making process.

BMO Disciplined US Equities
Active stock selection

Our research shows that stocks with certain characteristics tend to outperform. We seek to own fundamentally strong, attractively valued companies that have growing investor interest.

Thoughtful risk management

Risk management is an integral complement to stock selection and may support stronger returns over time when implemented thoughtfully. Managing risk properly requires a comprehensive and multi-faceted view of risk.

Adaptive and proactive process

Market conditions play an important role in determining stock returns. A successful investment process adapts to evolving markets, identifying potential challenges as well as alpha-generating opportunities in an effort to generate consistent returns.

Ernesto Ramos, PhD
Managing Director
David Corris, CFA®
Head of Disciplined Equity, Portfolio Manager
Jason Hans, CFA®
Portfolio Manager
Jay Kaufman, CFA®
Portfolio Manager
Casey J. Sambs, CFA®
Portfolio Manager
Kenneth Conrad, CFA®
Portfolio Manager
David Rosenblatt, CFA®
Portfolio Manager

U.S. Equities insights

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