General Investing >> Money Manager Interviews >> November 12, 2014
Kenneth M. Conrad, Ph.D., CFA, is a Portfolio Manager at BMO Global Asset Management. Dr. Conrad has provided research and managed portfolios for the BMO Custom Quantitative Solutions Group since 2008, with responsibility for both BMO Disciplined Dividend Income and BMO Disciplined Tax-Efficient Portfolio strategies. Dr. Conrad began his investment career in 2000 working with Comsys and PulseMetrics as a consultant to Nasdaq. Prior to joining M&I Investment Management Corp., now a part of BMO Asset Management U.S., he was a Quantitative Analyst for MEMBERS Capital Advisors from 2005 through 2007, where he supported equity and fixed income mutual funds. He holds a Ph.D. in economics and an M.S. in operations research from George Mason University, and a B.A. in economics from Pomona College. Profile
TWST: Let’s start with a brief overview of the BMO Dividend Income Fund and its investing philosophy.
Dr. Conrad: The goal of the BMO Dividend Income Fund is to create a