Commentary – Mackenzie Cundill Team | Mackenzie Investments

Commentary – Mackenzie Cundill Team

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Quarterly Commentary

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Q1 2017 Commentary – Mackenzie Cundill Team

The global economy continues to improve and we see fundamental macro improvements in all the major regions. The re-emergence of inflation is also taking place.

March 31, 2017 Bookmark the Web Page, Q1 2017 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 2016 Commentary – Mackenzie Cundill Team

The final quarter of the year was a positive environment for value investing. All of the Cundill Funds performed favourably relative to their benchmarks, as should be expected in this type of environment.

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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 2016 Commentary – Mackenzie Cundill Team

It has been our view that value-oriented, cyclical stocks have been ripe for rotation throughout the first half of 2016. We encountered a speed bump in the rotation to value with a surprisingly low U.S. employment number in May and the unexpected results from the UK referendum vote in June.

September 30, 2016 Bookmark the Web Page, Q3 2016 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 2016 Commentary – Mackenzie Cundill Team

The second quarter was marked by volatility surrounding the UK vote to exit the European Union. Notably toward the end of the quarter, a “risk-off” sentiment in the market depressed the valuation of many value stocks as investors seek the perceived “safety” of largely expensive, but low volatility sectors such as Consumer Staples, Telecommunications, and Utilities.

June 30, 2016 Bookmark the Web Page, Q2 2016 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

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