Commentary – Mackenzie Cundill Team | Mackenzie Investments

Commentary – Mackenzie Cundill Team

Team Insight

What's New

Fund Insights: Disruptors Create Value Opportunities

The Mackenzie Cundill Team is finding ways to make money in stocks that have suffered from massive negative sentiment when disruptors such as Tesla, Netflix and Amazon enter a market creating the belief that these companies will win all the spoils and eventually “own” the market, thus destroying business models and stock prices. The Team has been able to take advantage of overreactions by investors to find good value in beaten-up companies such as Fiat Chrysler Automobiles (a perceived Tesla victim), 21st Century Fox (a perceived Netflix victim) and Advanced Auto Parts (a perceived Amazon victim).

April 18, 2019 Bookmark the Web Page, Fund Insights: Disruptors Create Value Opportunities Add to My Bookmarks

Fund Insights: Value Investing Amidst Volatility

We sat down with the Mackenzie Cundill Team leads to understand how they are managing the volatility in global stock markets and how they are positioning their funds.

April 11, 2019 Bookmark the Web Page, Fund Insights: Value Investing Amidst Volatility Add to My Bookmarks

Tags: Insight, Mackenzie Cundill Team, Jonathan Norwood, Richard Wong

View all news

Market Commentary

View all commentaries

Quarterly Commentary

What's New

Q1 2019 Commentary – Mackenzie Cundill Team

Equity markets rebounded meaningfully in the first quarter from depressed levels in December. The sell-off in November and December was excessive due to a global growth scare.

March 31, 2019 Bookmark the Web Page, Q1 2019 Commentary – Mackenzie Cundill Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Cundill Canadian Balanced Fund, Mackenzie Cundill Canadian Security Class, Mackenzie Cundill Canadian Security Fund, Mackenzie Cundill US Class, Mackenzie Cundill Value Class, Mackenzie Cundill Value Fund

Q4 2018 Commentary – Mackenzie Cundill Team

 

The dispersion between the performance of growth and value is at its highest level in years while value is at its lowest. Trends do not continue forever but the key is to know the catalyst that could alter that trend.

December 31, 2018 Bookmark the Web Page, Q4 2018 Commentary – Mackenzie Cundill Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Cundill Canadian Balanced Fund, Mackenzie Cundill Canadian Security Class, Mackenzie Cundill Canadian Security Fund, Mackenzie Cundill US Class, Mackenzie Cundill Value Class, Mackenzie Cundill Value Fund, Mackenzie Cundill Team

Q3 2018 Commentary – Mackenzie Cundill Team

This past quarter was headlined by a number of market concerns: eleventh hour NAFTA negotiations, the new Italian government’s budget, on-going Brexit negotiations, and more trade war tensions between China and the U.S. There has been increased volatility in stock prices.

November 1, 2018 Bookmark the Web Page, Q3 2018 Commentary – Mackenzie Cundill Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Cundill Canadian Balanced Fund, Mackenzie Cundill Canadian Security Class, Mackenzie Cundill Canadian Security Fund, Mackenzie Cundill US Class, Mackenzie Cundill Value Class, Mackenzie Cundill Value Fund, Mackenzie Cundill Team

Q2 2018 Commentary – Mackenzie Cundill Team

Global capital markets in the second quarter have been dominated by continued threats of trade war, political uncertainty in Europe and developments in the energy markets.

June 30, 2018 Bookmark the Web Page, Q2 2019 Commentary – Mackenzie Cundill Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Cundill Canadian Balanced Fund, Mackenzie Cundill Canadian Security Class, Mackenzie Cundill Canadian Security Fund, Mackenzie Cundill US Class, Mackenzie Cundill Value Class, Mackenzie Cundill Value Fund, Mackenzie Cundill Team

View all news

Market Commentary

View all commentaries

Video Commentary