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20.806
-0.030
-0.15%
13/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 92.37M
BMO European Advisor
20.806
-0.030
-0.15%
- Overview
- Profile
- Historical Data
- Holdings
Bmo European Advisor Overview
On this page you'll find an in-depth profile of Bmo European Advisor. Learn about the key management, total assets, investment strategy and contact information of 0P0000MNT7 among other information.
Investment Strategy
This fund’s objective is to increase the value of your investment over the long term by investing in com - panies in Western Europe and the United Kingdom. As part of the investment objective, this fund invests primarily in companies that are listed on recognized exchanges and that will likely benefit from merger activity and reduced trade barriers as European markets and economies restructure. It may also invest in fixed income securities issued by governments in Western Europe and the United Kingdom.
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 |
|---|---|---|---|
| David Moss | Portfolio Manager | 2015 | Now |
| Biography | David Moss is a fund manager and Co-Head of the Global Equities team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO (and its predecessor companies) since 1996. From 1998-1999, he focused on UK Equity & prior to that he worked as a Fixed Interest Analyst focusing on the UK Gilt and Non-Gilt Markets. David graduated from the University of Loughborough with a BSc Economics. He has obtained his ACIB and IIMR qualifications and is a member of the CFA Society of the UK. | ||
| Sam Cosh | Portfolio Manager | 2015 | Now |
| Biography | Sam Cosh is a senior fund manager in the European equities team, responsible for the management of the BMO European Smaller Companies Fund (SICAV), the BMO European Smaller Companies Ex UK Fund and the European Assets Trust. Sam joined the firm in 2010 from BNP Investment Partners. He began his career in 2000 as a European Institutional analyst at Invesco before moving to Fortis Investments as a Portfolio Manager within their European SmallCaps team. Sam graduated with a BA (Hons) in Economics from Nottingham University in 1999, has attained the IMC and is a CFA Charterholder. | ||
| Mark Nichols | Portfolio Manager | 2015 | Now |
| Biography | Mark Nichols joined Jupiter in July 2019 to manage the Jupiter European Fund (Unit Trust) and the Jupiter European Growth fund (SICAV). He also currently co-manages Jupiter Eurozone Equity fund (SICAV), Jupiter European Opportunities fund (SICAV) and Jupiter European Special Situations fund (UT). Prior to joining Jupiter, Mark managed European equity portfolios at Columbia Threadneedle and before that at BMO Global Asset Management (F&C). He began his investment career in the European equities team at Invesco in 2001. | ||
| Matthew Benkendorf | CIO (Chief Investment Officer) | 2009 | 2015 |
| Biography | "Matthew Benkendorf has been Chief Investment Officer of Vontobel’s Quality Growth Boutique since March 2016 and was a co-architect of Vontobel’s quality growth philosophy and style. He joined Vontobel Asset Management in 1999 in trade support and was promoted to Trader in 2000. He became a Research Analyst in 2002 and moved into portfolio management in 2006 on the firm’s European Equity strategy. Since 2008, he has further developed his responsibilities and, in turn, became Portfolio Manager on the Global, US, International, and Emerging Markets Equity strategies. | ||
| Rajiv Jain | Chairman | 2009 | 2015 |
| Biography | Rajiv is the Chairman and Chief Investment Officer of GQG Partners and also serves as a portfolio manager for all GQG Partners strategies. He commenced investment operations at GQG Partners in June 2016 and has over 25 years of investment experience. Previously, Rajiv served as a Co-Chief Executive Officer and Chief Investment Officer and Head of Equities at Vontobel Asset Management. Prior to that, he was an International Equity Analyst at Swiss Bank Corporation. Rajiv earned an MBA in Finance and International Business from the University of Miami. | ||
| Sacha El-Khoury | Portfolio Manager | 1994 | 2015 |
| Biography | Sacha El Khoury is a Portfolio Manager in the Global Equities team, and Lead Portfolio Manager of the CT Sustainable Opportunities European Equity Fund. She joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2009, when she joined both the firm and the team. Sacha graduated with an MSc in Finance (with distinction) from City University, Cass Business School in 2009 and a BA in Economics (with a minor in Business Administration) from the American University of Beirut in 2007. Sacha is a CFA Charterholder. | ||
| Avi Lavi | CIO | 2007 | 2009 |
| Biography | Avi Lavi, an AllianceBernstein Partner, was appointed Chief Investment Officer of Global and International Value Equities in March 2016 and has also been Portfolio Manager for Global Research Insights since May 2016. Mr. Lavi has been a member of the Cross Border team since early 2012. Previously, Mr. Lavi served as co-CIO of Global Value Equities and global director of Value Research. From 2006 to 2012, he was CIO of UK and European Value Equities, and director of research for UK and European Value Equities from 2000 to 2006. Lavi holds a BA from Bar-Ilan University and an MBA from NYU. | ||
| Sharon E. Fay | Executive Vice President | 1994 | 2007 |
| Biography | Sharon E. Fay was named Head of AllianceBernstein Equities in July 2010. She is responsible for overseeing the portfolio management and research activities relating to all growth and value investment portfolios. In addition, Fay serves as CIO of Global Value Equities, overseeing the portfolio management and research activities related to cross-border and non-US value investment portfolios. From 1999 to 2006, she was CIO of European and UK Value Equities, serving as Co-CIO from 2003 to 2006 after being named CIO of Global Value Equities in 2003. | ||
| Sanford C. Bernstein | - | 1998 | 2001 |
| Biography | Since turning its attention to Europe in 1992, Bernstein's combination of research and disciplined investing has paid off. Up to the end of 1996, its country-specific equity portfolios have consistently outperformed the local index in every major country in Europe. | ||
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