News Releases
TORONTO, December 23, 2008 – After a career spanning four decades in institutional investing and money management, Don Coxe, Global Portfolio Strategist for BMO Capital Markets, has decided to retire. His last day will be December 31st.
In the new year, Don will be establishing his own independent advisory firm, Coxe Advisors LLC. Going forward, Mr. Coxe will retain his role as Portfolio Consultant to BMO's Coxe Commodity Fund and will continue to provide his valuable insights to BMO Nesbitt Burns Investment Advisors and their clients during 2009 through the publication of his portfolio strategy journal, Basic Points, and in regular conference calls, both of which have gained a wide following in North America and around the world.
About Mr. Coxe
This year, Don Coxe was the recipient of the National Post/StarMine lifetime
achievement award for excellence in investment research. He was also
ranked as the number one portfolio strategist by institutional investors
in the most recent Brendan Wood International Survey.
A trained historian and lawyer, Mr. Coxe served as Associate Editor of the National Review magazine in New York, practiced law in Toronto and served as General Manager for the Ontario Federation of Agriculture and General Counsel for the Canadian Federation of Agriculture. He has been CEO of a major Canadian investment counselling firm, Research Director and Strategist for a leading institutional dealer, a strategist on Wall Street and CEO and Chief Investment Officer for Harris Investment Management Inc. which, in 2005, was ranked number one overall as the best-performing mutual fund organization in the U.S.
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