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35.547
+0.280
+0.80%
- Morningstar Rating:
- Total Assets: 446.67M
BMO North American Dividend A
35.547
+0.280
+0.80%
- Overview
- Profile
- Historical Data
- Holdings
Bmo North American Dividend A Overview
On this page you'll find an in-depth profile of Bmo North American Dividend A. Learn about the key management, total assets, investment strategy and contact information of 0P00015LZK among other information.
Investment Strategy
This fund’s objective is to achieve a high level of total return, including dividend income and capital gains, by investing primarily in dividend-yielding common and preferred shares of North American companies.
Contact Information
Address
Suite 4200
Toronto,ON M5K 1J5
Canada
Toronto,ON M5K 1J5
Canada
Phone
1-800-668-7327
Fax
416 867 6203
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jeffrey Sutcliffe | Portfolio Manager | 2018 | Now |
| Ernesto Ramos | Portfolio Manager | 2012 | Now |
| Biography | Ernesto is the managing director of active equities and a portfolio manager at BMO Global Asset Management. He joined the company in 2005. Ernesto began his investment management career in 1992 with Batterymarch Financial Management. He holds a Ph.D. and an M.S. in statistics from Harvard University and a B.S. in mathematics from MIT. | ||
| Jason C. Hans | Equity Portfolio Manager | 2012 | Now |
| Biography | Jason joined BMO Asset Management Inc in 2008 and is responsible for equity portfolio management and research. Jason began his experience in the investment industry in 1998, and was the Managing Director, Head of Research for Quantitative Services Group. Jason holds an MBA in Finance from Notre Dame and a BS in Business, with a major in Finance and a minor in Physics from Miami University. In addition, Jason holds the Chartered Financial Analyst® (CFA) designation, is a member of the CFA Institute, the CFA Society of Chicago and the Chicago Quantitative Alliance | ||
| Philip Harrington | Director & PM | 2012 | Now |
| Biography | Philip joined BMO Asset Management Inc. in March 2012 and brings with him over 17 years’ experience in the investment industry. Philip is a member of the large cap portfolio management team at BMO AM responsible for the firm’s Canadian dividend and income strategies. Previously, he worked as both an analyst and portfolio manager at BMO Harris Investment Management. A graduate from the University of Toronto, Philip holds a Bachelor of Commerce degree, received his Master of Finance from the Rotman School of Business and is a CFA charterholder. | ||
| Lutz Zeitler | Managing Dir & PM | 2012 | Now |
| Biography | Lutz joined BMO Asset Management Inc.’s Canadian equity team in March 2012 as portfolio manager primarily focused on the firm’s large-cap Canadian dividend and income strategies, Prior to joining BMO AM, Lutz was a portfolio manager with BMO Harris Investment Management where he managed several Canadian equity yield and core mandates. In addition to Lutz’s over two decades of experience in both portfolio management and research, he holds a Master of Business Administration from the Richard Ivey School of Business and is a CFA charterholder. | ||
| Greg Gipson | Vice President | 2018 | 2018 |
| Biography | Greg Gipson, M. Econ, M. OR BMO Asset Management Inc. Greg Gipson is Vice President and Head of Portfolio Management, Quantamental Investments, at BMO Asset Management (BMO AM). Mr. Gipson began his investment career in 1997 and joined BMO AM in 2009. | ||
| Paul Taylor | CIO (Chief Investment Officer) | 2014 | 2018 |
| Biography | Paul oversees asset allocation both from a strategic and tactical perspective for the firm’s multi-asset class strategies, in addition to being a member of its leadership team. He has 25 years of investment industry experience, 10 of which have been with BMO Financial Group. Paul earned his Bachelor of Arts (Economics) degree from the University of Western Ontario and his Masters of Business Administration (MBA) degree from Queen’s University. He is a CFA charterholder and a member of the CFA Institute and the Toronto CFA Society. | ||
| T. Andrew Janes | Partner | 1994 | 2012 |
| Biography | Andrew Janes is a partner and portfolio manager for Harris Investment Management. He has over 13 years in portfolio management, investment research and trust administration experience. Andrew joined the Harris from an Ohio bank where he was a fund manager and senior portfolio manager. Andrew received his undergraduate degree in economics from Ohio State University and his J.D. from Capital University of Law in Columbus. | ||
| Michael R. Stanley | CIO (Chief Investment Officer) | 1994 | 2012 |
| Biography | Michael joined the organization in 1994. He has oversight responsibilities for all of the firm’s fundamental active Canadian equity and fixed income strategies. In addition, he has direct portfolio management responsibilities for a number of Canadian equity mandates. Michael completed his MBA at the University of Toronto in 1979 and is a CFA charter holder. | ||
| Sophie Maynard | - | 1994 | 2009 |
| Biography | Sophie Mayrand is a senior portfolio manager with State Street. Sophie joined State Street in 1998. Sophie comes from the Bank of Montreal in Chicago where she traded foreign currencies and previously advised institutional clients in foreign exchange risk management. Prior to that, she worked as an advisor in money market and foreign exchange at the National Bank of Canada. Sophie earned her Masters in finance at Sherbrooke University and her Bachelor from the H.E.C. and is a CFA. | ||
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