Buy Discipline

We blend three research perspectives to guide purchase decisions:

  • Bottom-up analysis of individual companies (via BMO Capital Markets and top-tier research partners)
  • Top-down insights to identify trends across regions, sectors, and asset classes
  • Technical analysis to optimize entry and exit timing


Our research is supported by daily briefings and internal collaboration with BMO’s Portfolio Advisory Team.

Sell Discipline

Selling is as important as buying. We evaluate whether a holding still aligns with our strategy:

  • If fundamentals change, we’re quick to act.
  • If conviction remains, we may hold or add on dips.
  • Unrealized gains don’t cloud judgment — we ask: Would we buy this today?


We also incorporate tax strategy to manage capital gains and optimize after-tax returns.