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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October 2020

Looking for Attractively Valued and Fundamentally Strong Small Caps

David Corris discusses the BMO Disciplined Small-Cap Value strategy in the current market enviornment, including increased emphasis on quality and the development of a proprietary factor to look at each stock’s COVID exposure.

April 2020

The opportunity in small and microcap equity

Small and microcap valuations appear close to approaching previous recessionary lows, and previous market rebounds have been led by small and microcap.

March 2020

Market volatility continues to increase as investors price in the economic impact of COVID-19

On March 17, 2020, the VIX closed at an all-time high (82.7), surpassing levels from the height of the Financial Crisis in 2008.

January 2020

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.

December 2019

Exploring the Low Volatility Anomaly

Chris Jenks of BMO's Disciplined Equities Team discusses the Low Volatility Anomaly, and why the approach you take in this space matters.

November 2019

Low volatility investing for 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.

October 2019

Q3 2019 Disciplined Equities Market Update

U.S. large cap equities finished the volatile third quarter in positive territory, whereas small cap equities underperformed.

January 2019

Incorporating low volatility equity into a strategic allocation

We discuss how a strategic allocation to low volatility may help an investor achieve various outcomes and how it fits into a broader portfolio.

December 2018

Hedging against FAANG optimism

Even though FAANGs are revered as pillars of the U.S. stock market, there might be a better way to out-distance the broad-market index over the long term.

June 2018

The case for microcap investing

Investors are warming to the benefits of microcap, in particular its higher return potential paired with multiple benefits in an asset allocation framework.


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