General Investing >> Money Manager Interviews >> March 27, 2014

Finding Attractive Yields in Financials, IT and Health Care

Conrad, Kenneth M.
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: Can you give us an overview of the philosophy and strategy for the BMO Dividend Income Fund?

Dr. Conrad: When talking about the strategy, it helps to have a little bit of history