Mackenzie All Cap Value Team

The Mackenzie All Cap Value Team

Hovig Moushian, Head of the Mackenzie All Cap Value Team, explains his team's philosophy and process and how they realize value with conviction-based investing.

The Mackenzie All Cap Value Team invests in what they identify as the best value opportunities across North America. We believe that small- and mid-cap stocks are the biggest drivers of outperformance over the long term. Our expertise lies in the ability to tactically allocate across the market cap spectrum to potentially realize value from the best opportunities in the marketplace. We are disciplined, bottom-up investors that focus on the price we 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. We believe in constructing well-diversified portfolios that have balanced exposures to different industries and sectors.

Portfolio Managers

Hovig Moushian, MBA, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie All Cap Value Team

Investment experience since 1996

William Aldridge, MBA, CFA

Vice President, Portfolio Manager

Mackenzie All Cap Value Team

Investment experience since 2002

Scott Carscallen, CFA

Vice President, Portfolio Manager

Mackenzie All Cap Value Team

Investment experience since 1994

Alan Pasnik, CA

Vice President, Portfolio Manager

Mackenzie All Cap Value Team

Investment experience since 1992

Gordon Winter, MBA, CFA

Vice President, Portfolio Manager

Mackenzie All Cap Value Team

Investment experience since 1993

Wincy Wong, CFA

Vice President, Portfolio Manager

Mackenzie All Cap Value Team

Investment experience since 1997

Adelaide Kim, CPA, CA, CFA

Vice President, Portfolio Manager

Mackenzie All Cap Value Team

Investment experience since 2000

Dongwei Ye, MBA, CFA

Associate Portfolio Manager

Mackenzie All Cap Value Team

Investment experience since 2003

FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. Mackenzie disclaims any responsibility for any advisor sharing this with investors.

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.