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- 晨星评级:
- 总资产: 131.96M
BMO Global Small Cap A
15.629
-0.040
-0.25%
0P0000VX9P概述
本页面提供BMO Global Small Cap A的详细介绍，帮助您了解0P0000VX9P的高管、总资产、投资策略和联系方式等信息。
联络信息
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Patrick Newens | Portfolio Manager | 2018 | now |
| 背景介紹 | Patrick Newens is a Director and Portfolio Manager in the Global Small Cap Equity team. Patrick joined the firm in 2004 as a member of the Strategy team. Prior to this, Patrick worked as a consultant with Deloitte, specialising in Capital Markets. Patrick graduated from the University of Nottingham in 2001 with a BA (Hons) in Economics. He holds the IMC qualification and is a CFA charterholder. | ||
| Catherine Stanley | Head | 2018 | now |
| 背景介紹 | Catherine Stanley is a Managing Director and Head of the Global Small Cap team. Since June 2009, Catherine has been Lead Manager of the BMO Responsible UK Equity Fund and the BMO Responsible UK Income Fund and in June 2013 the Global Smaller Cap Equity Fund was launched with Catherine as Lead. She joined the Group in 2000. Prior to this Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA Society of the UK. | ||
| James Thai | Portfolio Manager | 2013 | 2018 |
| 背景介紹 | James joined BMO Asset Management Inc. in March 2011 on the Quantitative line of funds. His 11 years of experience have focused on programming, quantitative analysis, and quantitative portfolio management. Most recently James was a Partner and Portfolio Manager at an investment fund he co-launched in 2008. Prior to this, he spent six years at Legg Mason as a quantitative analyst and portfolio manager. James is a CFA charterholder and has both a Bachelors and Masters of Applied Science in Computer Engineering from the University of Waterloo. | ||
| Greg Gipson | Vice President | 2013 | 2018 |
| 背景介紹 | 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. | ||
| George N. Patterson | Co-Head of Quantitative Equity | 2013 | 2016 |
| 背景介紹 | George N. Patterson, PhD, CFA, CFP, is a Managing Director and Co-Head of QMA’s Quantitative Equity team. In this capacity, he oversees portfolio management, investment research and new product development for the US, Non-US and Value equity strategies. | ||
| Robert Beauregard | CIO (Chief Investment Officer) | 2010 | 2013 |
| 背景介紹 | Robert is Chief Investment Officer for Global Alpha and is the lead portfolio manager for its global small cap equity strategies. Robert is also responsible for global coverage of the energy and utilities sectors. Robert brings over 20 years of financial and investment industry experience to the firm. Prior to founding Global Alpha, Robert was Senior Vice President and portfolio manager at Natcan Investment Management where he managed over $1.5 billion in Canadian and global small cap equities. | ||
| Timothy M. McCarthy | Director | 2010 | 2010 |
| 背景介紹 | Mr. McCarthy is a portfolio manager and a director with Allianz Global Investors since 2003. He is a member of the US Mid Cap team. Mr. McCarthy was previously a portfolio manager and analyst on the Small Cap team, and a member of the Quantitative Analytics & Risk Strategy group. He was previously a portfolio product specialist at FactSet Research Systems, where he had responsibilities for portfolio construction, risk analysis and performance. Mr. McCarthy has a B.S. in business administration with a concentration in finance from the University of Vermont. He is a CFA charterholder and a member of the CFA Society of San Francisco. | ||
| Louise M. Laufersweiler | Senior Portfolio Manager | 2010 | 2010 |
| 背景介紹 | Ms. Laufersweiler, CFA, is a senior portfolio manager, a director and CIO Mid-Cap Equities with Allianz Global Investors, which she joined in 1982. Ms. Laufersweiler has 34 years of investment-industry experience. She began her investment career at Hambrecht and Quist in San Francisco, where she followed health-care service and medical-technology companies. Ms. Laufersweiler has a B.A. from Chatham University in Pittsburgh, Pennsylvania, where she graduated phi beta kappa, and an M.A. from Northwestern University. | ||
| Thomas J. Ross | Senior Portfolio Manager | 2002 | 2010 |
| 背景介紹 | Thomas joined RCM in San Francisco in 2001. Mr. Ross has senior portfolio management responsibilities for the Small Cap Equity Team. Thomas also maintains diverse portfolio management responsibilities on the Global Technology Team. Prior to transferring to RCM in San Francisco, Thomas was a senior analyst and portfolio manager with Dresdner Bank's dit subsidiary in Frankfurt for 10 years, managing a variety of global portfolios, including the dit Technology, Multimedia, Software, and Biotechnology Funds. | ||
| Jeffrey Stabler | - | 2002 | 2006 |
| 背景介紹 | Jeffrey Stabler is the lead manager for GGOF Global Small Cap Fund. Mr. Stabler joined Dresdner RCM in 2000, coming from Wells Capital Management, where he was Vice President and Principal. He brings over 19 years of investment experience to the Alexandria Global Small Cap team. Mr. Stabler holds a bachelor's degree in Finance and International Business from Miami University, Ohio and has his CFA. | ||
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