Research and Reports

BM&O Global Equity Fund

Fund Fact Sheet

March 31, 2012 Fact Sheet

BM&O Partners Fund

Fund Fact Sheet

March 31, 2012 Fact Sheet

Research Perspectives

From time to time, we write about some of our top investment ideas. These reports are intended to communicate our differentiated research perspective on a company or investment theme and demonstrate the benefits of our patient and disciplined investment approach.

Research Perspectives

Morningstar Undiscovered Manager Article on BMPEX 2011 October/November

Portfolio Perspectives

The commentaries listed below capture the key portfolio decision-making that impacted the BM&O Global Equity Fund over the past quarter.

Portfolio Perspectives

The commentaries listed below capture the key portfolio decision-making that impacted the BM&O Partners Fund over the past quarter.

BMPEX Portfolio Perspectives 1Q 2012

There is no assurance that the Funds will achieve their investment objectives. The risks associated with the Fund(s) include: equity and convertible securities risk, management risk, debt securities risk, non-investment grade securities risk, liquidity risk and non-diversification risk.
Investing overseas involves special risks, including the volatility of currency exchange rates and, in some cases, limited geographic focus, political and economic instability, and relatively illiquid markets.
For more complete information about the Funds, including risks, fees and expenses, download a prospectus for Global Equity Fund or Partners Fund call (800) 943-6786. Read the prospectus carefully before investing. This website is not a solicitation for the Fund outside of the United States. Foreside Fund Services, LLC, distributor.

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