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Canadian All Cap Growth Equity
Inception: February 1970¹
Benchmark: S&P/TSX Composite Total Return Index
Lead Portfolio Manager: Patricia Nesbitt, CFA
Investment Adviser: Mackenzie Financial Corporation
Portfolio Advantage
- A diversified Canadian equity portfolio that seeks to have lower volatility than a Canadian small or mid-cap portfolio.
- Well diversified across sectors and offers a portfolio of companies with higher growth potential than the broad market.
- Track record of outperformance in rising markets and defensive positioning in down markets
- Growth-oriented management style that combines top-down macro-analysis with bottom-up fundamental stock research.
Investment Philosophy
The Mackenzie GLC Team combines top-down macro-level analysis with fundamental bottom-up research. The team seeks to identify industry risks, competitive opportunities and macro trends to influence sector allocations. This top-down view is augmented by a disciplined and thorough fundamental due diligence process to identify companies that are positioned to outperform. Within well-defined risk parameters, the team seeks out companies across the market cap spectrum and will take meaningful positions in specific companies when opportunities present themselves.
Investment Approach
- Analyze macroeconomic themes (top-down), then based on this analysis, they select the securities that fit these themes and have the potential for growth (bottom-up).
- Focuses on companies that exhibit accelerating revenue and earnings growth – to capture opportunities for long term growth for investors
- Within well-defined risk parameters, the team seeks out companies across the market cap spectrum and will take meaningful positions in select companies when opportunities present.
- Diversification across at least 8 of 11 GICS sectors with targeted holding range of 50 to 80 stocks.
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© 2022 Mackenzie Financial Corporation. All rights reserved.
The material presented on this website is for informational purposes only and is intended for institutions, investment professionals, consultants and clients, and does not constitute an offer or solicitation of any kind to buy or sell any investment fund or any other product, investment, security, trading strategy or other service to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot legally be made or to any person to whom it is unlawful to make such an offer. Prospective clients are responsible for determining whether any product or service may lawfully be sold in their jurisdiction.
Investing involves risk.
The contents of this document are provided for illustrative and marketing purposes and do not constitute specific advice regarding your personal investment situation or provide specific individual advice about investment, insurance, financial, legal, accounting, tax or similar matters. Certain information contained in this document is obtained from third parties. Mackenzie Investments believes such information to be accurate and reliable as at the date hereof, however, we cannot guarantee that it is accurate or complete or current at all times. The information provided is subject to change without notice and Mackenzie Investments cannot be held liable for any loss arising from any use of or reliance on the information contained in this document. No portion of this communication may be reproduced or distributed to anyone without the express permission of Mackenzie Investments.
The Mackenzie Canadian All Cap Growth Equity Composite contains fully discretionary, Canadian All Cap Growth Equity accounts. New accounts are included in the Composite beginning with the first full month under management after they have been fully invested.
GIPS Compliance Statement
Mackenzie Investments claims compliance with the Global Investment Performance Standards (GIPS®).
Composite Description
The Canadian All Cap Growth Equity Composite seeks to achieve a high level of long-term capital growth by investing primarily in Canadian equities. Prior to January 1, 2021, the composite was known as the Canadian Large Cap Growth composite. The composite was created on December 31, 2012.
Benchmark Description
The benchmark is the S&P/TSX Composite Total Return Index. The S&P/TSX Composite Total Return Index is a capitalization-weighted index that represents some of the largest float-adjusted stocks trading on the Toronto Stock Exchange.
List of Composites
A complete list of composite descriptions is available to prospective clients upon request. Please contact Dean Silver at dean.silver@mackenzieinvestments.com.
The material presented on this website is for informational purposes only and is intended for institutions, investment professionals, consultants and clients, and does not constitute an offer or solicitation of any kind to buy or sell any investment fund or any other product, investment, security, trading strategy or other service to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot legally be made or to any person to whom it is unlawful to make such an offer. Prospective clients are responsible for determining whether any product or service may lawfully be sold in their jurisdiction.
Investing involves risk.
The contents of this document are provided for illustrative and marketing purposes and do not constitute specific advice regarding your personal investment situation or provide specific individual advice about investment, insurance, financial, legal, accounting, tax or similar matters. Certain information contained in this document is obtained from third parties. Mackenzie Investments believes such information to be accurate and reliable as at the date hereof, however, we cannot guarantee that it is accurate or complete or current at all times. The information provided is subject to change without notice and Mackenzie Investments cannot be held liable for any loss arising from any use of or reliance on the information contained in this document. No portion of this communication may be reproduced or distributed to anyone without the express permission of Mackenzie Investments.
The Mackenzie Canadian All Cap Growth Equity Composite contains fully discretionary, Canadian All Cap Growth Equity accounts. New accounts are included in the Composite beginning with the first full month under management after they have been fully invested.
GIPS Compliance Statement
Mackenzie Investments claims compliance with the Global Investment Performance Standards (GIPS®).
Composite Description
The Canadian All Cap Growth Equity Composite seeks to achieve a high level of long-term capital growth by investing primarily in Canadian equities. Prior to January 1, 2021, the composite was known as the Canadian Large Cap Growth composite. The composite was created on December 31, 2012.
Benchmark Description
The benchmark is the S&P/TSX Composite Total Return Index. The S&P/TSX Composite Total Return Index is a capitalization-weighted index that represents some of the largest float-adjusted stocks trading on the Toronto Stock Exchange.
List of Composites
A complete list of composite descriptions is available to prospective clients upon request. Please contact Dean Silver at dean.silver@mackenzieinvestments.com.
¹This strategy was managed by GLC Asset Management from the inception date to December 31, 2020. On and from January 1, 2021, Mackenzie Investments was responsible for the management of the strategy after it acquired GLC Asset Management.