Our Investment Style
There are three main investment styles: value, growth and mixed; and two methods of analysis: top-down and bottom-up.
Since our approach is based on bottom-up value,
we are on the lookout for companies whose security is traded at a price
lower than our evaluation of its true value. We do not rely on economic
factors. Usually, we keep it until it attains its optimum value or,
another security shows more promise. We recommend a similar long-term
Our investment style helps to preserve your capital, as
much in prosperous times as in periods of recession. This at least, is
Excellence in Research
are pleased to announce that BMO Nesbitt Burns Research Department was
ranked Canada's Top-Overall Research Team in the 2003 Brendan Wood
International survey. An investment consulting firm, Brendan Wood
International annually surveys Canadian institutional investors (pension
fund and mutual fund managers) on the performance of their research
departments. In the survey, BMO Nesbitt Burns received the highest
aggregate score, the largest number of citations and had 23 all-star
analyst team rankings (BMO Nesbitt Burns was ranked first, second or
third) in the 31 sectors evaluated. Our teams were ranked number one in
eight sectors. On average, there were 12 teams per sector.
results continue our long tradition of excellence in research. BMO
Nesbitt Burns or one of our predecessor firms (Nesbitt Thomson and Burns
Fry) has been ranked first in research in every Brendan Wood
International Survey since 1980.
BMO Nesbitt Burns Meridian Program®
key to ensuring better and more timely investment decisions is
understanding your circumstances, objectives, preferences, and risk
tolerance before recommending personalized strategies or individual
securities. With the BMO Nesbitt Burns Meridian Program, the process of
getting to know you and your preferences is now even easier. With the
Meridian Program, you receive the benefits of full-service advisory
support from me along with the convenience and flexibility of Internet
access for one all-inclusive fee based on assets under administration.