Our Fund Managers

Our ten distinct investment teams, in-house asset allocation team and six sub-advisory relationships provide investors with a broad range of perspectives and insights ensuring you can always build strong, well-diversified and well-run portfolios for your clients using Mackenzie Investments’ funds.

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Mackenzie Cundill Team

The Mackenzie Cundill Team has an unwavering adherence to a deep value style of investing. The team buys securities trading at significant discounts to Cundill’s estimate of net asset value (NAV) or intrinsic value. They are balanced sheet focused with an emphasis on assets; catalysts to realizing value are identified.

Portfolio Managers: James Morton, Ratul Kapur, Simon Chiu, Josh Horowitz

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Mackenzie Ivy Team

The Mackenzie Ivy Team’s investment approach is concentrated portfolios and a blended growth and value investment style. The team focuses on low volatility and preservation of wealth.

Portfolio Managers: Paul Musson, Matt Moody, Robert McKee, Hussein Sunderji, Graham Meagher, James Morrison

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Mackenzie All Cap Value Team

The Mackenzie All Cap Value Team’s investment approach is bottom-up stock selection, focusing on statistically cheap securities. All cap portfolios are diversified by sector with individual weightings typically at or below 2% to 4% to reduce company-specific risk. Entry and exit prices guided by assessed fair market value, resulting in tight buy and sell disciplines.

Portfolio Managers: Hovig Moushian, William Aldridge, Scott Carscallen, Alan Pasnik, Gordon Winter, Wincy Wong, Adelaide Kim, Dongwei Ye

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Mackenzie Asset Allocation Team

The Mackenzie Asset Allocation Team uses a mean-variance approach to develop an optimal asset allocation. The team conducts both a quantitative and qualitative assessment of managers and mandates used within portfolios. The Asset Allocation Team manages daily cash flows and performs portfolio rebalancing to ensure that asset class allocations stay within targets, and actively manages currency exposure.

Portfolio Managers: Alain Bergeron, Andrea Hallett

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Mackenzie Canadian Growth Team

The Mackenzie Canadian Growth Team aims to invest in solid, well-managed companies selling at a discount to their estimated fair value. Their valuation discipline, combined with the free cash flow generating nature of their holdings, seeks to add a strong element of capital preservation. The team constructs concentrated portfolios.

Portfolio Managers: Dina DeGeer, David Arpin

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Mackenzie Fixed Income Team

The Mackenzie Fixed Income Team covers a broad range of debt securities and conducts proprietary analysis. Economic analysis helps shape the context for valuing government and corporate sectors.

Portfolio Managers: Steve Locke, Konstantin Boehmer, Felix Wong, Dan Cooper, Movin Mokbel

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Mackenzie Global Equity & Income Team

The Mackenzie Global Equity & Income Team searches the globe for quality, dividend-paying companies that are trading below their estimated intrinsic value.

Portfolio Managers: Darren McKiernan, Eugene Profis, Ome Saidi

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Mackenzie Growth Team

The Mackenzie Growth Team surveys a macro environment to identify secular growth themes. The team uses a bottom up portfolio construction, where companies are selected on their own merits and the focus is on industry leaders.

Portfolio Managers: Phil Taller

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Mackenzie Resource Team

The Mackenzie Resource Team has a multi-level, flexible investment approach driven by an experienced, diverse team, combines top-down macroeconomic analysis with bottom-up stock selection. Macro analysis helps determine thematic tilt and sub-sector positioning.

Portfolio Managers: Benoit Gervais, Onno Rutten

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Mackenzie Systematic Strategies Team

The Mackenzie Systematic Strategies Team combines all of Mackenzie’s research insights with a rigorous and disciplined portfolio construction process that incorporates robust risk controls.

Portfolio Managers: Richard Weed, Matthew Cardillo

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1832 Asset Management L.P.

1832 Asset Management L.P. offers a wide range of wealth management solutions through financial advisors. These include the mutual funds and hedge funds of Dynamic Funds and the portfolio solutions of the Marquis Investment Program. 1832 Asset Management L.P. is a wholly-owned subsidiary of Scotiabank.

Portfolio Manager: Michael McHugh


Irish Life Investment Managers

Irish Life Investment Managers (ILIM) has a disciplined approach to active investment management and a unique focus on controlling risk. 

Portfolio Managers: Anthony MacGuinness, Donie O'Brien, Ronan Bradley

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JPMorgan Asset Management

JP Morgan Asset Management’s investment approach is bottom-up, fundamental analysis with high conviction, concentrated portfolio. Their approach is long-term, quality bias with investment horizon of three to five years.

Portfolio Manager: Austin Forey

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Putnam Investments Inc.

Putnam Investments’s investment approach is fundamental credit research which employs classic financial analysis. They evaluate companies based on the following characteristics across all issuers and sectors: sustainable competitive advantage, viable capital structure, trajectory of free cash flow, adequate downside protection.

Portfolio Managers: Paul Scanlon, Norman Boucher, Robert Salvin, Robert Schoen, Adrian Chan, Robert Brookby, Eric Harthun

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TOBAM is an independent, employee-owned asset manager with offices in New York, Zurich, Hong Kong and Paris. It was founded in 2005 by Yves Choueifaty, TOBAM’s President and Chief Investment Officer and a former CEO of Credit Lyonnais Asset Management.

Portfolio Managers: Ayaaz Allymun, Guillaume Toison, Nicolas Mejri, Nicolas Bégorre

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Waddell & Reed Financial, Inc.

Waddell & Reed Financial, Inc has a conservative investment approach that is based on fundamentals over fads. The investment management team includes highly skilled portfolio managers, analysts and economists who collaborate regularly, yet make decisions independently. The respected US based company dates back to 1937.

Portfolio Managers: Mike Avery, Philip Sanders, Daniel Becker, Erik Becker, Mark Beischel, Chace Brundige, Cynthia Prince-Fox, Gil Scott, Gus Zinn