Mackenzie Greenchip Team

"We believe the great energy transition is an unprecedented opportunity for asset owners"

Strategies under management

Philosophy and process

The Mackenzie Greenchip Team believes that as resource and environmental issues become more challenging, prices will be forced to adjust and strong “blue chip” companies operating in the green economy will be in great demand. Having focused exclusively on environmental sectors for over a decade, we have a deep knowledge of these sectors and are confident that through our sustainability thesis, combined with a proven value discipline, we can continue to pursue superior returns for our investors. We apply intensive due diligence and only hold stocks when we see significant discounts to intrinsic value.

Meet the portfolio managers

John A. Cook, CIM

Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Greenchip Team

John Cook, Senior Vice President, is a Portfolio Manager, responsible for Investor Engagement and Team Co-Lead with the Mackenzie Greenchip Team.

John’s career in the investment industry began in 1991. He was President of Greenchip Financial Corp. since it was founded in 2007 and became part of Mackenzie Investments in 2021. Prior to Greenchip, John led corporate development at one of Canada’s largest innovation hubs. He has also held a number of executive positions at Canadian mutual fund companies.

John holds a BA from Queen's University and the Chartered Investment Manager (CIM) designation.

Gregory Payne, PhD, CFA

Senior Vice-President, Portfolio Manager, Team Co-Lead Mackenzie Greenchip Team
Mackenzie Greenchip Team

Gregory Payne, Senior Vice-President, Investment management, is a Portfolio Manager and Team Co-Lead with the Mackenzie Greenchip Team.

Greg’s career in the investment industry began in 1999 with over a decade focused exclusively on environmental sectors. Prior to joining the Greenchip team, Greg held several roles with increasing responsibilities within the portfolio management team for a large capital management firm with over $200 million of retail and institutional client assets.

Greg holds a BSc from the University of Western Ontario, and both an MA and PhD in Economics from the University of Toronto. He is also a CFA charterholder.

Insights

66% of Electric Vehicle batteries are made in China
Podcast

When it comes to EV battery-making – China dominates

John Cook examines battery manufacturing and what this means for our future, and Greenchip Portfolios.

(in English only)

Creating a more sustainable economy

John A. Cook, Portfolio Manager of the Mackenzie Global Environmental Equity Fund and President and Director Greenchip Financial Corp. discusses the importance of investing in environmental solutions.

Global Energy Transition: An opportunity to invest to drive change

Greenchip Financial founders John Cook and Greg Payne share their investment thesis, sector outlook and investment strategy of the Mackenzie Global Environmental Equity Fund.

Green Thematic Report

Sustainable Thematic Equity Strategies: Global Environmental All Cap Equity and Global Environmental Equity

Mackenzie Greenchip 2022 Annual Update

The shift from idealism to realism.

2022 environmental outlook

After a landmark year for cleanenergy and climate policy, the outlook for 2022 is less clear.

Mackenzie’s Sustainable Investing Policy

Read more to find out about the ESG factors that govern Mackenzie’s investment process. 

The Great Energy Transition

The Great Energy Transition - Are Asset Owners Ready for the Leap?

The $2.5 Trillion Window for Diversification and Opportunity

In this article, Institutional Investor speaks with Greenchip Financial about their approach to investing and how they’ve developed a keen sense for spotting value in the companies the strategy invests in.

Thematic investing to fight climate change

Innovative green solutions not only help steer us towards a more sustainable future, but they can also provide great investment opportunities. Learn more about one of six areas Mackenzie Global Environmental Equity Fund invests in.

Tattooing “responsible” onto investment strategies

Traditional investment products are increasingly being tattooed with labels like “sustainable,” “ESG” and “low carbon.” In our opinion, it’s diverting “willing” capital away from the climate solutions we so desperately need.

 
Contact us to learn more about Mackenzie Greenchip.