Equity Research

For 27 years in a row, BMO Nesbitt Burns has had the top Equity Research team in Canada*.

Our award-winning equity research analysts have a long and proven track record of leading industry knowledge and depth of market understanding covering over 400 companies across diverse industry sectors. A kind of knowledge and understanding that helps us build stronger portfolios for our clients.

Interview with Mike Miller, CFA, Executive Managing Director and Director of Investment Research

Question: What sets BMO Nesbitt Burns research apart?

Answer: Our team is the leading equities group in the country based on the ranking by Brendan Wood International - an investment consulting firm which annually surveys Canadian institutional investors (pension fund and mutual fund managers) on the performance of research departments. For our 27th consecutive year, BMO Nesbitt Burns research department has been Canada's Top-Overall Equity Research Team*.

Question: What makes the BMO Nesbitt Burns Research Department unique?

Answer: Many things

• We're the only firm that publishes a rigorous quarterly report card on our research department's performance. You can only improve what you measure and we measure everything we do.
• We are unique in offering our research in two investable formats - the BMO Nesbitt Burns BluePrint Canadian Equity Portfolio, a segregated portfolio, and the BMO Nesbitt Burns Canadian Stock Selection Fund. Both of these funds have outperformed the market since inception.
• We maintain six top-15 lists - Large Cap, Small Cap, Growth, Value, Income, and a Quantitatively-driven list. These lists hone down the 400 stocks we cover to our very best ideas for clients with differing investment objectives. It is essential that investors choose the right companies given their personal circumstances.
• And lastly, our electronic publication, Week in Review, highlights what's interesting, what's changed, the companies we've initiated coverage on, and it provides links to all of the research we've produced each week. It allows investors to stay on top of all of our research in a condensed, easy to follow format.

Question: Can I read results of the 2007 Brendan Wood International Survey?

Answer: Yes, you can read the results online.

* Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 1981 - 2007. Results apply to BMO Nesbitt Burns and its predecessor firms.