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CLAIM SALE
16.642
+0.090
+0.55%
24/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 194.89M
BMO US Dollar Balanced A
16.642
+0.090
+0.55%
- Overview
- Profile
- Historical Data
- Holdings
Bmo Us Dollar Balanced A Overview
On this page you'll find an in-depth profile of Bmo Us Dollar Balanced A. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZQFV among other information.
Investment Strategy
This fund’s objective is to provide long-term capital growth and current income. It invests primarily in a combination of fixed income and equity securities of U.S. companies. The fund’s asset mix may be changed over time to reflect the portfolio manager’s outlook for each asset class.
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 |
|---|---|---|---|
| Jason J. Callan | Head | 2021 | Now |
| Biography | Jason Callan is Head of Structured Assets, Head of Core and Core Plus and a Senior Portfolio Manager for multi-sector fixed income at Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2007 as a senior quantitative analyst covering Non-Agency RMBS, was promoted to portfolio manager in 2008, and head of structured assets in 2009 . Mr. Callan assumed multi-sector portfolio management responsibilities in 2016 and became lead portfolio manager on Core and Core Plus strategies in 2017. Mr. Callan is also a co-portfolio manager on the Strategic Income portfolio and a member of the Global Fixed Income Asset Allocation Committee. Previously, Mr. Callan worked at GMAC in their Principal Investments unit as a portfolio manager and an analyst. He has been a member of the investment community, specializing in structured assets, since 2003. Mr. Callan received a B.S. in Economics from the University of Minnesota and an MBA from University of Minnesota’s Carlson School of Management | ||
| Gene R. Tannuzzo | Sector Manager | 2021 | Now |
| Biography | Gene Tannuzzo is a Senior Portfolio Manager and Deputy Global Head of Fixed Income at Columbia Threadneedle Investments. He is involved in the management and oversight of the firm’s fixed income business in North America and EMEA. He joined Columbia Threadneedle Investments in 2003 and moved into the role of portfolio manager in 2007. In this role, he leads the fixed-income asset allocation committee and serves as lead portfolio manager for the Strategic Income and Income Builder strategies. He is also a member of the portfolio management team for Core and Core Plus strategies and institutional portfolios. Prior to this, he was a member of the municipal bond team. Mr. Tannuzzo received a BSB. and MBA from the University of Minnesota, Carlson School of Management. In addition, he holds Chartered Financial Analyst® designation. | ||
| Alex Christensen | Portfolio Manager | 2021 | Now |
| Biography | Alex Christensen is an associate portfolio manager with the Multi-Sector team at Columbia Threadneedle Investments. Previously he was an associate analyst on the Global Rates and Currency team with responsibilities for supporting investment strategies with macro research and idea generation. Prior to joining one of the Columbia Threadneedle Investments firms in 2015, Mr. Christensen was an economics and finance editor at Global Risk Insights, a London-based global publication that provides political risk analysis for investors and corporations, and an equity research analyst at Craig-Hallum Capital Group, covering the consumer discretionary sector. He has been a member of the investment community since 2014. Mr. Christensen holds an MSc in Economics from the London School of Economics and a B.A. in Economics and Political Science from Washington University in St. Louis. In addition, he holds the Chartered Financial Analyst® designation. | ||
| Jeffrey Sutcliffe | Portfolio Manager | 2018 | Now |
| Ernesto Ramos | Portfolio Manager | 2013 | 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. | ||
| Janelle Woodward | President | 2016 | 2021 |
| Biography | Janelle Woodward joined MacKay as President in 2020. She partners with the Chairman and Chief Executive Officer to oversee the firm’s autonomous investment teams, as well as partners with the Head of Global Distribution to further address growing demand for custom investment solutions. Additionally, she sits on the Senior Leadership Team and leads the firm’s Diversity and Inclusion initiatives. Prior to joining MacKay, she worked at BMO Global Asset Management, where she served as Global Head of Fixed Income. Janelle also served as President and Portfolio Manager of Taplin, Canida & Habacht, LLC (TCH), an independently regulated subsidiary of BMO focused on fixed income strategies and and was executive sponsor and advocate for diversity and inclusion initiatives within BMO and across the financial services industry. She holds an M.B.A. from Kellogg School of Management of Northwestern University, a B.S. in business systems from Taylor University and is a CFA charter holder. She has been working in the investment industry since 2001 | ||
| 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. | ||
| Scott Kimball | Portfolio Manager | 2016 | 2018 |
| Biography | Scott is Co-Head U.S. Fixed income. In this role, his primary responsibility is leading the application of the investment process across the team’s strategies. Utilizing a team-based approach to portfolio management, he works alongside the rest of the portfolio managers on the portfolio construction of client accounts. He joined LCAM in 2007 and served as a research analyst prior to joining the portfolio management team in 2011, and during that time, has served as a member of the team’s management and investment committees. Previously, Scott held positions at Merrill Lynch and other boutique investment firms. He began his career in the investment industry in 2003. Scott holds an M.B.A. from the University of Miami and a B.A. in international business from Stetson University. In addition, he is a CFA® charterholder. | ||
| 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. | ||
| Tere Alvarez Canida | Co-Portfolio Manager | 2013 | 2016 |
| Biography | Canida is a co-portfolio manager, Vice President and managing principal of Taplin, Canida & Habacht, LLC. Joined TCH in 1985. She previously served as vice president and senior investment officer of Southeast Bank. Ms. Alvarez Canida is a CFA Charterholder. | ||
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