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Durable growth
We invest in distinctive industry leaders with unique competitive advantages such as intellectual property or high barriers to entry that can protect them from competition and have the potential to drive durable, sustainable returns.
Mackenzie Bluewater Team
In relentless pursuit of a small number
of distinct companies
of distinct companies
Mackenzie Bluewater Team
In relentless pursuit of a small number of distinct companies
Mackenzie Bluewater has created its own distinctive blueprint for success, designed to harness the consistent growth of a concentrated selection of dominant companies with few competitors.
Concentrated conviction
At Mackenzie Bluewater, we pursue a small number of great companies. Our extremely selective stock-picking process focuses on companies that are generating free cash flow, growing faster than the economy, and are less cyclical and capital intensive.
Macro mindset
We seek stable growth in a changing world. So at Mackenzie Bluewater, we take a broad-based, macro view of the global economy to uncover future investment opportunities and avoid areas with structural risk.
Meet our team
Tyler Hewlett, MBA,CFA
Senior Vice President, Portfolio Manager, Team Co-lead
Mackenzie Bluewater Team
Joined Bluewater in 2022; investment experience since 2001
- Fifteen years at a leading investment firm as lead Portfolio Manager on a number of strategies focusing on North American equities.
- BComm degree from Queen’s University
Joined Bluewater in 2010; investment experience since 2010
- Sector generalist specializing in Canadian equities
- BSc degree in Biochemistry, MBA and CFA
Joined Bluewater in 2022; investment experience since 2003
- Ten years at a leading investment firm as a Portfolio Manager on a number of strategies.
- Worked in equity research for a tier one Canadian investment dealer, and at a high-net-worth investment boutique.
- BA (Hons.) degree from the University of Western Ontario
Our insights
Commentary
Commentaries – Mackenzie Bluewater Team
Read the latest Mackenzie Bluewater Team commentaries to learn about their analysis of key market risks and opportunities.
Commentary
Quarterly Commentary – Mackenzie Bluewater Team
Read the latest Mackenzie Bluewater Team quarterly commentary to learn about their analysis of key market risks and opportunities.
Insight
Market insights: The case for active management in US equities
During periods of a high concentration of mega-cap tech companies, it becomes even more important to focus on durable, competitive companies that can outperform over the long term.
Insight
Long-term value creation through innovative global leaders
With 2024 firmly in the rear-view mirror, we review the Next Gen Growth strategy and the names that have provided unique technological innovation and delivered strong returns.
Insight
The Mackenzie Bluewater Team: Our approach towards responsible investing
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Our funds
Innovative solutions designed to help your clients achieve their goals in today's market.
Mackenzie Bluewater Canadian Growth Balanced Fund
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Legal disclaimer
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.