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.
