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Active stock selection

Our research shows that stocks with certain characteristics tend to outperform. We seek to own fundamentally strong, attractively valued companies that have growing investor interest.

Thoughtful risk management

Risk management is an integral complement to stock selection and may support stronger returns over time when implemented thoughtfully. Managing risk properly requires a comprehensive and multi-faceted view of risk.

Adaptive and proactive process

Market conditions play an important role in determining stock returns. A successful investment process adapts to evolving markets, identifying potential challenges as well as alpha-generating opportunities to generate consistent returns.


BMO Disciplined U.S. Equities

BMO Disciplined U.S. Equities

The BMO Disciplined U.S. Equities approach to portfolio construction balances return and risk, while removing emotion from the decision-making process.


Investment solutions

Investment solutions



U.S. equities team

U.S. equities team


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To learn more about our capabilities, contact us:

 

Institutional investors

 

Financial advisors, RIAs and broker-dealers

 

U.S. equity insights

U.S. equity insights