BMO US Smaller Companies Fund C Inc

Name
BMO US Smaller Companies Fund C Inc
Manager
BMO Asset Management Limited
Type
Open Ended Investment Company
ISIN
GB00B7YDFB99
Sector
North American Smaller Companies
Launched
29/06/2012
OCF
0.83 %
Risk Rating
3
3 Year Sharpe
0.45
3 Year Alpha
-0.53
Yield
0 %
Benchmark
Russell 2000 NR GBP
The Fund aims to achieve long-term capital growth with some income.
Holding %
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 %
Region %
United States 100.00 %
Sector %
Healthcare 18.37 %
Industrials 18.09 %
Financial Services 16.58 %
Technology 16.37 %
Consumer Cyclical 10.33 %
Real Estate 7.39 %
Name
BMO Asset Management Limited
Address
EC2A 2NY, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

David Corris
Joined 11/30/2018

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.

Thomas Lettenberger
Joined 11/30/2018

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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