Disciplined Equities
BMO Asset Management Inc.
James joined the North American Disciplined Equities team at BMO Global Asset Management in March 2011 as a portfolio manager, and is currently the lead portfolio manager for the BMO Canadian Smart Alpha and BMO Canadian Core Alpha strategies.
He has over 15 years of experience in investment analysis and portfolio management. Prior to joining BMO, James was a partner and portfolio manager at an investment fund that he co-founded in 2008, and a quantitative analyst and portfolio manager at Legg Mason Canada, where he led an initiative to integrate quantitative and fundamental investing.
James is a CFA charterholder and has both a Bachelor and Masters of Applied Science in Computer Engineering from the University of Waterloo.
Funds Managed:
- BMO Canadian Large Cap Equity Fund - Advisor
- BMO Global Small Cap Fund - Advisor
- BMO Global Small Cap Fund - Advisor US$
- BMO U.S. Dollar Monthly Income Fund - Advisor CDN$
- BMO U.S. Dollar Monthly Income Fund - Advisor US$
- BMO Precious Metals Fund - Advisor
- BMO Precious Metals Fund - F
- BMO Global Energy Class