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This Event is for Advisors only
CONCENTRATED
GLOBAL EQUITY FUND

Q2 UPDATE

Tuesday, July 12, 2022 | 11am-11:30am ET

Are You Having Trouble Joining the Webinar?

Tuesday, July 12, 2022
11am-11:30am ET

Why Quality is the Best Answer to Inflation and Weak Global Growth

BMO Concentrated Global Equity Fund & BMO Concentrated Global Balanced Fund Q2 Updates & Performance.
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High margins, market leadership, sustainable competitive advantage bring pricing power, which will be critical if inflation takes hold.
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Secular growth trends behind every company reduce sensitivity to the economic cycle – crucial if the cycle turns negative.
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Quality (absence of debt, cash generation, very high ROIC) provides downside protection too.
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Valuations: by avoiding the valuations of high growth companies, the strategy has avoided the worst of the market pullback so far.

Michael Hughes will recap on this unique strategy and look at how different investment styles have performed in inflationary times and economic downturns.

featured speaker
Michael Hughes
Senior Vice President &
Client Portfolio Manager

Michael joined GuardCap in 2014 in the role of Senior Vice President and Client Portfolio Manager. Prior to this he spent 4 years at Trinity Street Asset Management, a global investment boutique where he helped grow AUM from $300 million to $1.8 billion. Michael’s tenure includes Managing Director at JPMorgan Asset Management where he was responsible for the product management of $72 billion of European Equity Fund assets. Prior to this, he was portfolio manager and product manager for the Emerging Market Group of JPMorgan. He holds a joint honours degree in modern languages from the University of Bristol.

Moderator
Stewart Reid
Director,
Western Canada

Since joining BMO in 2006, Stewart has leveraged his 28 years of sales experience to help Advisors grow and manage their practices, while utilizing BMO’s leading solutions within their portfolios. He began his career in sales with an IBM dealership, followed by Kodak, organizations highly regarded for their outstanding sales and product training. Stewart progressed within these organizations and others over 12 years, from geographic sales regions, to major and then national accounts. He then leveraged his passion for investing and background in sales to become an Investment Advisor, where he successfully built his practice over an eight-year period. Stewart attended McMaster University with a focus on commerce and computer science.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., and BMO’s specialized investment management firms. BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses may be associated with investments in mutual funds and exchange traded funds (ETFs). Trailing commissions may be associated with investments in mutual funds. Please read the fund facts or prospectus before investing. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.

This webinar is for information purposes. The information contained in this webinar is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

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