BMO US Smaller Companies Fund C Inc
|KB Home||1.19 %|
|Herman Miller Inc||1.16 %|
|Walker & Dunlop Inc||1.16 %|
|Atkore International Group Inc||1.13 %|
|UniFirst Corp||1.13 %|
|Tech Data Corp||1.12 %|
|Performance Food Group Co||1.11 %|
|American Assets Trust Inc||1.10 %|
|Portland General Electric Co||1.07 %|
|Deckers Outdoor Corp||1.05 %|
|United States||100.00 %|
|Financial Services||16.58 %|
|Consumer Cyclical||10.33 %|
|Real Estate||7.39 %|
David heads the BMO Disciplined Equity Team and is responsible for equity portfolio management and research. He joined the company in 2008. David began his investment management career in 1999, and was a quantitative equity portfolio manager/researcher at Northern Trust Global Investments. He holds an M.B.A. from Harvard Business School and a B.S. in mathematics and quantitative economics from the University of Wisconsin. In addition, he is a CFA® charterholder.
Tom is responsible for equity portfolio management and research. He joined BMO Asset Management in 2005. Previously, he served as a vice president and portfolio manager at Columbia Management and as an equity research analyst at William Blair & Company, LLC. He entered the investment industry in 1994. He holds an M.A. in accounting and a B.B.A. in finance and accounting from the University of Michigan. In addition, Tom is a CFA® charterholder, a Certified Public Accountant (CPA) and a member of the CFA Institute and the CFA Society of Chicago.
Data provided by Morningstar.
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