Keith James Taylor

BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk.

Functions as a College/University

GGOFIM employs a value investment style but their method of selecting stocks goes beyond a pure value style. Instead of strictly focusing on cheap stocks in underperforming sectors, they look for stocks that are trading below their intrinsic value. The GGOF Global Real Estate Fund and the GGOF Global Real Estate Fund US$ strive to provide a high level of total return which includes income and capital appreciation through a portfolio of REITs, equities and equity-related securities of global corporations engaged in the ownership, management or development of real estate. They employ a bottom-up selection process. Quantitative and qualitative techniques are used to identify dominant, well-managed businesses in the real estate sector, selling at discounts to their estimated value and/or growth potential. Collective investment vehicles may be used as a low cost means of achieving exposure to certain geographic regions. The GGOF US Diversified Monthly Income Fund seeks to generate a reasonable level of US dollar income with moderate volatility. To meet the Fund's investment objectives, they invest mainly in (1) high yield bonds and debentures rated BB or lower and issued by US governments and corporations (2) US dollar-denominated Canadian corporate bonds and convertible debentures. (3) high quality preferred shares and equity units of US companies and US REITs and US dollar-denominated or invested Canadian REITs and property companies and (4) Ginnie Mae mortgage-backed securities. They select securities through a bottom-up selection process which emphasizes a dividend yield higher than that of the S&P 500 Index and growth in earnings and dividend payouts. They also take into account the valuation of the companies chosen. The GGOF Income Solution portfolio strives to provide a diversified income stream while ensuring capital preservation. The portfolio invests in asset classes that provide varying types and levels of income and also emphasizes capital preservation. The primary objective of the GGOF Conservative Solution is to ensure capital preservation while including some capital appreciation in order to outpace inflation. The portfolio invests primarily in income-producing asset classes, but also has exposure to regionally diversified equities in order to provide capital appreciation. The GGOF Balanced Solution seeks to ensure a balanced approach to investing, including elements of growth and income. The portfolio invests equally in income-producing asset classes and regionally diversified equities. The primary objective of the GGOF Growth Solution portfolio is to provide capital appreciation with an element of capital preservation. The portfolio invests primarily in a diversified mix of equities, with a smaller portion in income-producing investments. The GGOF Aggressive Growth Solution seeks to provide capital appreciation. The portfolio invests solely in equities and is diversified globally and by market capitalization.