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Bmo Enterprise F (0P000075JJ)

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11.357 +0.020    +0.18%
05/02 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  BMO Investments Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 160.93M
BMO Enterprise F 11.357 +0.020 +0.18%

Bmo Enterprise F Overview

 
On this page you'll find an in-depth profile of Bmo Enterprise F. Learn about the key management, total assets, investment strategy and contact information of 0P000075JJ among other information.
Category

Canadian Small/Mid Cap Equity

Total Assets

160.93M

Expenses

Inception Date

Aug 27, 2002

Investment Strategy

This fund’s objective is to provide long-term growth through capital appreciation, by investing primarily in a portfolio of Canadian equities and equity-related securities issued by companies with small to medium market capitalization.

Contact Information

Address Suite 4200
Toronto,ON M5K 1J5
Canada
Phone 1-800-668-7327
Fax 416 867 6203

Top Executives

Name Title Since Until
Jeff Mo Portfolio Manager 2016 Now
Biography Jeff Mo is a portfolio manager at Mawer Investment Management Ltd., which he joined in 2008. He is the manager of Mawer's Canadian Small Cap Strategy as well as the Mawer U.S. Mid Cap Equity Strategy. In December of 2014, Mr. Mo won the prestigious Domestic Equity Fund Manager of the Year award at the 20th annual Morningstar Awards. The Mawer New Canada Fund has also been recognized by the Morningstar Awards as best Canadian Small/Mid Cap Equity Fund on numerous occasions over the past decade.
Martin Ferguson Portfolio Manager 2004 2016
Biography Martin Ferguson is a Director and Portfolio Manager at Mawer Investment Management Ltd., which he joined in 1996. He is co-manager of the Canadian small cap equity mandates at Mawer. In December of 2014, Mr. Ferguson won the prestigious Domestic Equity Fund Manager of the Year award at the 20th annual Morningstar Awards, an award he also received in 2011. Mr. Ferguson earned a Bachelor of Commerce degree from the University of Alberta in 1982, and is a Chartered Financial Analyst charterholder. Mr. Ferguson is a member of the CFA Institute and the Calgary CFA Society.
Gary A. Chapman Managing Director 1994 2004
Biography Gary initially joined GCLP in 1984 as a Canadian equity analyst until 1989. In 1994 he rejoined GCLP as a senior portfolio manager with a focus on Canadian equity growth strategies. His career in the financial services industry began in 1982 when he joined Ford Motor Company of Canada in its Treasury Operations. Gary spent five years (1989-1994) with Manulife Financial managing an all-cap mandate incorporating both value and growth. Gary graduated from University of Toronto with a BA Sc. (Civil Engineering), obtained his MBA from York University and is a CFA® Charterholder.
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