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BMO Investments launches new US All Cap Equity ETF Series


BMO Investments has launched the BMO US All Cap Equity Fund ETF Series (ZACE), which is actively managed by Brian Belski, Chief Investment Strategist, BMO Capital Markets.

This fund’s objective is to provide long-term capital growth by investing primarily in equity securities of US companies of any size of market capitalisation.

To support this objective, it uses a model encapsulating Belski’s latest US strategy research regarding the S&P 1500, sectors, industries, and style preferences. The portfolio tactically incorporates various investment styles based on the market cycle and Belski’s broad strategy opinions.

“We’re pleased to be expanding our BMO US All Cap Equity Fund to ETF investors,” says Mark Raes, Head of Product, BMO Global Asset Management Canada. “By leveraging Brian’s renowned market expertise, we’re able to offer investors a fund that captures best idea investments across the market capitalisation spectrum using his latest US strategy views.”

“It’s an honour to have the opportunity to incorporate my team’s market research into our first ETF series,” says Brian Belski, Chief Investment Strategist, BMO Capital Markets. “As the second half of our 20-year secular bull market thesis for US stocks begins, we believe bottom-up stock picking and active portfolio management will become an increasingly larger part of the overall equity portfolio management process and discipline.”

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