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Corporate Profile

Corporate Profile – BMO Mutual Funds

BMO Mutual Funds is a family of funds offered by BMO Investments Inc. who is a part of BMO Financial Group and part of the organization's Private Client Group. The Private Client Group provides integrated wealth management services in Canada and the United States.

Objective Manager Selection
When it comes to investment management, we are committed to objective manager selection. We shop the world for best-in-class investment management firms and partner with some of the most recognized and respected names in investment management. The following is a list of the managers that we have partnered with in order to provide our clients with one of the most extensive selections of investment managers in the industry today.


BMO Asset Management Corp is headquartered in Chicago with investment teams also based in Milwaukee. The firm's investment philosophy is premised on the belief that companies with improving fundamentals, attractive valuations and increasing investor interest consistently and predictably outperform the market. BMO Asset Management Corp. with its subsidiary boutiques and U.S. affiliates has over $42.9 billion (US) in assets under management as of December 31, 2013.

BMO Asset Management Inc. is a prominent Canadian institutional and mutual fund investment manager providing a variety of investment solutions across asset classes and investment approaches. The firm was established in 1982 as RMN Investment Counsel Inc., and was acquired by Burns Fry Limited in 1991. As a result of the Burns Fry merger with Nesbitt Thomson in 1994, the firm became part of the BMO Financial Group. Previously operating under the name Jones Heward Investment Counsel Inc., the company was renamed BMO Asset Management Inc. in May 2010 following amalgamation with the BMO Exchange Traded Funds and Quantitative Investments groups. BMO Asset Management Inc. and its affiliates had over $63 billion in assets under management as of December 31, 2013.

ETF Capital Management is a Toronto based investment management firm managing approximately $127 million (CAD) in assets under management as at December 31, 2013. The company was established as a partnership in November 2006. ETF Capital Management is a value investor in general, looking to overweight relative value sectors, countries, and regions by employing ETF rotation strategies.

Guardian Capital LP (GCLP) traces its history back to 1962 and is one of Canada's leading fixed income managers and also manages numerous Canadian equity mandates based on a growth-at-a-reasonable-price style. The firm has assets under management of over $20 billion as of December 31, 2013.

Lloyd George Management (Europe) Limited is a subsidiary of Lloyd George Management Inc.(LGM). LGM became a wholly owned subsidiary of Bank of Montreal in April 2011 and is part of BMO Global Asset Management. Prior to this, the firm operated as an independent, majority employee-owned company since the inception of the business in 1991. Lloyd George Management is specializes in Asia, Global Emerging Markets and Frontier Markets equities with assets under management of $2.6 billion (U.S.) as of December 31, 2013.

Lloyd George Management (Hong Kong) Limited is a subsidiary of Lloyd George Management Inc.(LGM). LGM became a wholly owned subsidiary of Bank of Montreal in April 2011 and is part of BMO Global Asset Management. Prior to this, the firm operated as an independent, majority employee-owned company since the inception of the business in 1991. Lloyd George Management is specializes in Asia, Global Emerging Markets and Frontier Markets equities with assets under management of $2.6 billion (U.S.) as of December 31, 2013.

Macquarie Capital Investment Management LLC is a wholly owned, indirect subsidiary of Macquarie Group Limited, a global provider of banking, financial, advisory, investment and funds management services.Macquarie Investment Management offers securities management capabilities in specialist sectors such as listed infrastructure with a large dedicated listed infrastructure team based in Sydney and New York. The firm currently has $385 billion (U.S.) in assets under management as of December 31, 2013.

Matthews International Capital Management LLC is a privately owned firm with significant employee ownership, founded in San Franscisco in 1991. The firm invests exclusively in Asian markets using fundamental analysis and emphasizes individual security selection using a blend of growth and value styles. Matthews International Capital Management has $25.9 billion in assets under management (U.S.) as of December 31, 2013.

Mawer Investment Management Ltd. was founded in 1974 and is wholly owned by the professionals within the firm, with over $14.3 billion in assets under management as of December 31, 2013. Mawer's investment approach is to systematically create broadly diversified portfolios of wealth-creating companies bought at discounts to their intrinsic values.

Monegy, Inc. was established in 1999 and is a wholly owned subsidiary of BMO Asset Management Corp, and is part of BMO Global Asset Management. The firm specializes in managing credit risk assets, including high-yield corporate bonds and bank loans. Monegy has $2.6 billion (U.S.) in assets under management as of December 31, 2013.

PIMCO Canada Corp. is a subsidiary of Pacific Investment Management Company LLC, which was established in 1971 and is one of the world's most respected names in fixed income management, with $2 trillion in assets under management as of Deceber 31, 2013. PIMCO uses both top-down and bottom-up strategies to reduce volatility and dependence upon any one strategy.

Pyrford International Ltd. is a provider of international asset management services for pension funds, charities, endowments, foundations, and high-net-worth individuals. The company has been operating from its London, UK base since 1987 and has $12.2 billion (US) in assets under management as of December 31, 2013. Pyrford International?s investment philosophy is based on a value-driven, absolute return approach, identifying companies that are fairly valued or undervalued in relation to their potential long-term earnings growth.

Taplin, Canida, & Habacht, LLC (TCH) was established in 1985 and is a wholly owned subsidiary of Bank of Montreal, the parent company of BMO Investments Inc. TCH is comprised of experienced professionals dedicated to managing core and corporate fixed income strategies. TCH has $9.1 billion (USD) is assets under management as of December 31, 2013.

Vontobel Asset Management Inc., a wholly owned subsidiary of Vontobel Holding AG of Switzerland, was established in 1984 and manages $43.9 billion in assets as of December 31, 2013. Vontobel?s investment philosophy emphasizes consistent operating histories, favourable long-term prospects, free cash flow generation, attractive valuations below its estimate of intrinsic value, sound management and business predictability.

BMO | A part of BMO Financial Group