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.
Jay Kaufman, CFA®
Jay is responsible for equity portfolio management and research. He joined the company in 2010.
Previously, Jay worked as a quantitative investment analyst at Strategic Investment Group. He began his investment experience in 2006.
He holds an M.B.A. with High Honors from the University of Chicago, concentrating in analytic finance, econometrics and statistics. He also holds a B.S. in economics from the Wharton School at the University of Pennsylvania, concentrating in finance. In addition, Jay is a CFA® charterholder and a member of the CFA® Institute, the CFA® Society of Chicago and the Chicago Quantitative Alliance.
David Rosenblatt, CFA®
David is responsible for equity research and portfolio management. He joined BMO Global Asset Management in 2012.
Previously, David worked in various roles at First Manhattan Consulting in risk management and capital markets, where he was responsible for managing consultant teams, building M&A and financial forecast models, and making recommendations to management on capital structures and instruments.
David holds an M.B.A. with a dual concentration in analytic finance and economics from the University of Chicago Booth School of Business. He holds a B.A. in economics and psychology from the University of Pennsylvania. In addition, David is a CFA® charterholder.
Casey J. Sambs, CFA®
, CFA ®
Casey is responsible for equity research and portfolio management. He joined the company in 2004, and contributes to the BMO Disciplined Dividend Income and BMO Disciplined Tax-Efficient Portfolio (TEP) investment strategies.
Casey began his investment career in 2001 when he joined the company to provide client support in the Investor Services Department.
He holds an M.B.A. from the University of Wisconsin–Madison and a B.S. in finance and economics from the University of Wisconsin–La Crosse. In addition, Casey is a CFA® charterholder, a member of the CFA® Institute and an active member of the CFA® Society of Milwaukee.
Kenneth Conrad, CFA®
, CFA ®
Ken is responsible for equity research and portfolio management. He joined the company in 2008, and contributes to the BMO Disciplined Dividend Income and BMO Disciplined Tax-Efficient Portfolio (TEP) investment strategies.
Ken began his investment career in 2000, working with Comsys and PulseMetrics as a consultant to NASDAQ. Ken has also worked as a quantitative analyst for MEMBERS Capital Advisors, where he supported equity and fixed income mutual funds.
Ken holds a Ph.D. in economics and an M.S. in operations research from George Mason University, as well as a B.A. in economics from Pomona College. In addition, Ken is a CFA® charterholder and an active member of the CFA® Society of Madison.
Ernesto Ramos, PhD
Ernesto is the chief investment officer, U.S. In this role, he has governance and compliance oversight of all U.S.-based investment teams. In addition, he heads the team that provides data, analytics, and front-end tools which seek to improve investment research, portfolio performance, risk management, and decision making to investment teams globally. He joined the company in 2005.
Ernesto began his investment management career in 1992 with Batterymarch Financial Management. He was a partner and lead portfolio manager at Nicholas-Applegate Capital Management LLC, and he also served as a software developer at Bolt, Beranek and Newman. His career features investment management and research, econometric research, statistical research and computer graphics research.
He holds a Ph.D. and an M.S. in statistics from Harvard University and a B.S. in mathematics from the Massachusetts Institute of Technology.
David Corris, CFA®
David heads the BMO Disciplined Equity Team and is responsible for equity portfolio management and research. He joined the company in 2008.
David began his investment management career in 1999, and was a quantitative equity portfolio manager/researcher at Northern Trust Global Investments and a quantitative equity research analyst at Citigroup Asset Management.
He holds an M.B.A. from Harvard Business School and a B.S. in mathematics and quantitative economics from the University of Wisconsin. In addition, he is a CFA® charterholder and a member of the CFA Institute, the CFA Society of Chicago and the Chicago Quantitative Alliance.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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