General Investing >> Money Manager Interviews >> December 5, 2011

Fundamental Investing In Small- & Mid-cap Growth – 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
TWST: Would you introduce us to M&I Investment Management and the Small-Cap Growth and Mid-Cap Growth strategies?

Mr. Salmon: M&I Investment Management Corporation was founded in 1973, but as