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Investment approach

Investment approach

The funds combine tactical management with passive ETF investments and use a unique combination of market statistics, fundamental and technical analysis to build the portfolio.

Reduce / increase portfolio sensitivity to the market
Tactically invest by geography, sector, and asset class
Interest rate and credit anticipation
Currency overlay
Use ETFs to gain efficient exposure to different investments



BMO Tactical Dividend ETF Fund

BMO Tactical Dividend ETF Fund – ETF Series *NEW* (ETF ticker: ZZZD)

★★★★★

Focused primarily on dividends, this core investment strategy has the ability to opportunistically explore asset classes that offer defensive or offensive potential to position the portfolio to benefit from current market conditions. Now available as a Mutual Fund and ETF.

0.42

Low beta exposure ²

44%

Low correlation ³

5.62

Low volatility ⁴

5 stars

3-year Morningstar Rating¹

A+

2017 Fund data ⁵

BMO Tactical Global Growth Fund

A “go anywhere” global equity solution that uses a core and explore strategy and focused on reducing volatility.

BMO Tactical Balanced ETF Fund

An all-in-one, core balanced total return solution that tactically explores growth opportunities across the globe.




BMO Global Asset Management
and ETF Capital Management

BMO Global Asset Management
and ETF Capital Management

At BMO GAM, innovation meets investor need in many forms. With continued focus on long-term performance, our leading edge team anticipates your clients’ future needs and innovates to meet them. We provide outcome-oriented solutions for Canadian investors with a comprehensive line-up of in-house investment solutions, and leverage our scale and reputation to partner with select third party sub-advisors that can add value to a portfolio.

ETF Capital Management is a portfolio management firm specializing in custom tailored wealth management solutions for affluent Canadian Investors. Lead by Chief Investment Officer (and host of Berman's Call on Bloomberg BNN) Larry Berman, ETF Capital Management combines the themes of wealth preservation and growth, with diversified ETF-based investing, and global tactical asset allocation.

Tactical ETF Funds Quarterly Commentary

  • “When it comes to building alpha, we recognize that getting asset allocation right is far more important than individual security selection. And that investing actively through ETFs helps us to do our job as managers that much better — particularly in markets like today’s, where ‘faster and cheaper’ count more than ever.”

    — Larry Berman




ETF Capital Management Team

ETF Capital Management Team

Larry M. Berman CFA®, CMT, CTA

Larry M. Berman CFA®, CMT, CTA

Larry M. Berman CFA®, CMT, CTA

Larry M. Berman CFA®, CMT, CTA

Partner and CIO, ETF Capital Management

Partner and Chief Investment Officer, Larry Berman is a Co-Founder of ETF Capital Management (www.etfcm.com) and the Independent Investor Institute (www.educatedtrader.com). Larry is well known as the host of Berman’s Call on The Business News Network (BNN). His qualifications and nearly 30 years of industry experience are extensive. Larry is a Chartered Market Technician (CMT), a Chartered Financial Analyst (CFA) charter-holder, a US registered Commodity Trading Advisor (CTA), and holds a BA in Economics from York University.

Larry began his career as a Toronto based investment advisor. Shortly thereafter, he completed a technical internship in New York with the Market Technicians Association (www.mta.org) in 1994, where he studied the techniques of many top Wall Street technicians.

Prior to founding ETF Capital Management, Larry was Chief Technical Strategist and Managing Director for CIBC World Markets -where he was ranked as one of Canada’s “Top 3 Analysts” including #1 in fixed-income according to Brendan Wood institutional investor surveys. Larry was also a senior technical analyst for Thomson IFR in Boston and senior technical analyst and trader for Marleau, LemireFutures in Toronto.

Larry is the primary author of the textbook for the technical analysis course offered by the Canadian Securities Institute (CSI), which is the basis of education for technical analysis in Canada. Larry is past President of the Canadian Society of Technical Analysts (www.csta.org), past Vice-Chairman (Americas) of the International Federation of Technical Analysts (www.ifta.org), and past President of the Market Technicians Association (www.mta.org) -where he is currently the subject matter expert for behavioural finance.

Larry is passionate about educating investors and giving back to the community. He is an active supporter of brain research at the Baycrest foundation, and sits on the investment committee for the Children’s Aid Foundation, where he established the Berman Family Scholarship to help adopted youths in financial need to fund a post-secondary education. As a sought after speaker, Larry lectures on global macro-economics, behavioural finance, and technical analysis. Each week on BNN’s Berman’s Call, Canadians look to Larry Berman to deliver insights about market performance -with a focus on education, asset allocation, and prudent risk management.


Robyn Graham, CFA®, CIM, CFP®, FCSI®

Robyn Graham, CFA®, CIM, CFP®, FCSI®

Robyn Graham, CFA®, CIM, CFP®, FCSI®

Robyn Graham, CFA®, CIM, CFP®, FCSI®

Managing Director Wealth Management and Portfolio Manager, ETF Capital Management

Robyn is Managing Director Wealth Management, overseeing ETF Capital Management’s private wealth business, key strategic relationships, and business development initiatives. ETFCM is a full service portfolio management firm, specializing in tactical global asset management and investment counsel services for private clients. ETFCM partners with select financial institutions offering innovative investment solutions to the retail public.

Robyn has 30 years of investment industry experience serving high net worth and institutional clients, consultants and financial professionals. Before joining ETFCM, Robyn gained several years’ experience working with Exchange Traded Funds, and ETF managed portfolios, as head of the institutional business at Forstong Global Asset Management. Prior to that, she built and managed private client and institutional service teams with leading investment firms including Altamira Investment Services, and Natcan Investment Management.

Robyn holds designations as a Chartered Financial Analyst (CFA®), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Fellow of the Canadian Securities Institute (FCSI®), and is registered to provide portfolio management as an Advising Representative.





Resources for you and your business

Resources for you and your business

ETF Dashboard and Insights

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Better Conversations Podcast

Better client conversations result in better outcomes. That’s why we’ve created the Better Conversations podcast series to enhance your conversations with:

  • Actionable ideas to help grow your business
  • Access to industry experts covering a wide spectrum of wealth management
  • Content to showcase your value to your clients
Get it on iTunes Get it on Google Play

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¹ Source: Morningstar Direct. As at August 31st, 2018. 3 Year rating of 5 stars. Overall Morningstar Rating of 4 stars. The Fund received a Morningstar Rating of 4 stars over 5 years (221 funds rated). Past performance is no guarantee of future results. Category is Morningstar Tactical Balanced Category. Morningstar Rating is for the Series F only; other classes may have different performance characteristics. ©2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

² Source: ETF Capital Management Weekly Report, September 28th, 2018. Benchmark is relative to the broad market.

³ Source: ETF Capital Management Weekly Report, September 28th, 2018. Benchmark is relative to the broad market.

⁴ Source: Morningstar Direct, as at August 31st, 2018. Volatility measured by standard deviation.

⁵ About the Fundata FundGrade A + Rating FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. The FundGrade A+ Awards and the FundGrade Ratings being referenced are calculated based on comparisons of performance of investment funds within a specified category established by the CIFSC.are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management U.S. and BMO’s specialized investment management firms.

BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from the Bank of Montreal. BMO Mutual Funds refers to certain mutual funds and/or series of mutual funds offered by BMO Investments Inc., a financial services firm and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds and mutual funds. Please read the prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated.

®BMO (M-bar roundel symbol) is a registered trade-mark of Bank of Montreal.