Profile
Mr. Lutz M.
Zeitler, CFA MBA, is a Head of Fundamental Equities at BMO Asset Management, Inc. He joined the firm’s Canadian equity team in March 2012 as a Portfolio Manager primarily focused on the firm’s large cap Canadian dividend and income strategies.
He has over two decades of experience in both portfolio management and research.
Prior to joining the firm, Mr. Zeitler was a Portfolio Manager with BMO Harris Investment Management where he managed several Canadian equity yield and core mandates.
He holds a Master of Business Administration from the Richard Ivey School of Business and is a CFA charterholder.
Lutz Martin Zeitler active positions
| Companies | Position | Start |
|---|---|---|
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Head-Equity Investments | - |
Former positions of Lutz Martin Zeitler
| Companies | Position | End |
|---|---|---|
BMO Private Investment Counsel, Inc.
BMO Private Investment Counsel, Inc. Investment ManagersFinance BPIC focuses on active portfolio management that incorporates quantitative modeling and fundamental research. The firm provides superior, tax-efficient, long-term returns through prudent, risk-managed investments. Their investment strategy combines a bottom-up stock selection process with top-down analysis of the macroeconomic outlook and expectations for financial market returns. BPIC’s fixed-income philosophy employs a conservative and disciplined process that seeks to preserve capital and produce stable and competitive rates of return with reduced volatility. | Investment Committee Member | - |
Training of Lutz Martin Zeitler
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Finance |
BMO Private Investment Counsel, Inc.
BMO Private Investment Counsel, Inc. Investment ManagersFinance BPIC focuses on active portfolio management that incorporates quantitative modeling and fundamental research. The firm provides superior, tax-efficient, long-term returns through prudent, risk-managed investments. Their investment strategy combines a bottom-up stock selection process with top-down analysis of the macroeconomic outlook and expectations for financial market returns. BPIC’s fixed-income philosophy employs a conservative and disciplined process that seeks to preserve capital and produce stable and competitive rates of return with reduced volatility. | Finance |
University of Western Ontario
University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Richard Ivey School of Business
Richard Ivey School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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