General Investing >> Money Manager Interviews >> May 4, 2009

Investing In Improving Company Fundamentals – Patrick Gundlach & Ken Salmon – M&i Investment Management Corp.

Patrick Gundlach, CFA, joined M&I Investment Management Corp., a wholly owned subsidiary of BMO Financial Group, in June 2004 as an Analyst for the Small-Cap Growth and Mid-Cap Growth strategies. He was named Co-Manager in 2007. Previously, he was a Research Analyst for the Nicholas Company, Inc., where he focused on small- and mid-cap equities. He holds BBA and M.S. degrees in finance from the University of Wisconsin. As a student in the university's Applied Securities Analysis Program, he served as Portfolio Manager and Equity Analyst for the Badger Fund, a small-cap domestic equity fund. Ken Salmon has been a Manager for the M&I Small-Cap Growth and Mid-Cap Growth strategies since April 2004. He has more than 25 years of investment experience, and joined M&I Investment Management in 2000 as an Analyst for its small- and mid-cap growth strategies. He previously was a Senior Analyst focused on growth stocks for Tucker Anthony Sutro and also for C.L. King & Associates, where he began his investment career in 1986. He earned his B.A. degree cum laude in economics from the State University of New York at Potsdam. Profile
Ken Salmon has been a manager for the M&I Small-Cap Growth and Mid-Cap Growth strategies since April 2004. He has over 23 years of investment experience, and joined M&I Investment Management Corp. in 2000 as an analyst for its Small and Mid-Cap Growth strategies. He previously was a senior analyst focused on growth stocks for Tucker, Anthony, Sutro and also for C.L. King & Associates, where he began his investment career in 1986. He earned his BA degree in Economics from State University of New York at Potsdam (cum laude). Profile
TWST: Would you start with an overview of M&I Investment Management and your

investment philosophy?

Mr. Salmon: Patrick and I co-manage the Marshall Small-Cap Growth Fund and the