Mackenzie North American Equities Team
Proprietary insights driving high conviction investments with an active margin of safety.
Philosophy and process
The Mackenzie North American Equities Team invests in what they identify as the best value opportunities across North America. The team believes that investing in companies with quality characteristics provides a better opportunity to close the value gap while limiting potential downside risk. The team’s expertise lies in the ability to tactically allocate across the market cap spectrum to potentially realize value from the best opportunities in the marketplace. The team applies a disciplined, bottom-up investment approach that focuses on the price they pay for a security, weighed against the relative risks to the portfolio for including that security. The team looks for companies that are diligent capital allocators with potential to generate sustainable cash flows. The team believes in constructing well-diversified portfolios that have balanced exposures to different industries and sectors.
Martin Downie, CFA
Investment experience since 1984
Martin Downie, Senior Vice President, is a Portfolio Manager and Team Co-Lead with the Mackenzie North American Equities Team.
Martin's career in the investments industry began in 1984. Prior to joining Mackenzie Investments, he was Senior Vice President, Portfolio Manager and Head of Canadian Equities of a leading Canadian financial services company.
Martin's previous experience includes investment management roles with OMERS, one of Canada's largest pension plans. Prior to OMERS, Martin worked for a well-regarded investment management boutique that specialized in managing large third-party pension plans. Throughout his career Martin has established a proven track record based on a sound investment discipline and process.
Martin has a Bachelor of Commerce (Finance) from the University of Manitoba and is a CFA charterholder.
William Aldridge, MBA, CFA
Investment experience since 2002
William Aldridge, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie North American Equities Team. He covers the materials, energy, consumer discretionary and real estate investment trust sectors.
William’s career in the investment industry began in 2002. He joined Howson Tattersall Investment Counsel in 2006, and the company became part of Mackenzie Investments in 2008. Prior to 2006, William was an Equity Analyst at a Canadian independent broker-dealer covering real estate, transportation and special situations.
William has a BSc from the University of British Columbia, an MBA from the Richard Ivey School of Business and is a CFA charterholder.