Commentary – Mackenzie Cundill Team | Mackenzie Investments

Commentary – Mackenzie Cundill Team

Team Insight

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Fund Insights: Mackenzie Cundill US Class

According to Jonathan Norwood, Co-Head of the Mackenzie Cundill Team, one of the biggest risks for investors is to overlook the value investing style. Learn more about the benefits of value investing and Mackenzie Cundill US Class.

September 1, 2017 Bookmark the Web Page, Fund Insights: Mackenzie Cundill US Class Add to My Bookmarks

Fund Insights: Where we are finding value in US and European banks

Jonathan Norwood and Richard Wong of the Mackenzie Cundill Team explain why they think US banks are better value now than European banks.

August 22, 2017 Bookmark the Web Page, Fund Insights: Where we are finding value in US and European banks Add to My Bookmarks

Tags: Mackenzie Cundill Team, Jonathan Norwood, Richard Wong

Fund Insights: Investment Rationales for 3 Buys and 3 Exits

Richard Wong and Jonathan Norwood of the Mackenzie Cundill Team explain their thinking behind buying and selling several positions in the Cundill funds.

July 26, 2017 Bookmark the Web Page, Fund Insights: Investment Rationales for 3 Buys and 3 Exits Add to My Bookmarks

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

How a Republican-Led Revolution Could Accelerate the Recovery in Value Strategies

In their latest white paper, the Mackenzie Cundill Team argues that we are in the early days of a multi-year reversion to value. Find out more about their rationale. 

February 9, 2017 Bookmark the Web Page, Regime Change: How a Republican-Led Revolution Could Accelerate the Recovery in Value Strategies Add to My Bookmarks

Tags: Insight, Mutual Funds, Cundill Funds, Mackenzie Cundill Team, Market Insights

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Market Commentary

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Quarterly Commentary

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Q3 2017 Commentary – Mackenzie Cundill Team

The value cycle has been trading at trough valuations against growth and is showing resurgent signs of a recovery that began last spring 2016 but was interrupted this spring 2017 on fears that the Republican administration would not be able to deliver on stimulative reforms such as tax reform, infrastructure spending and deregulation. 

November 1, 2017 Bookmark the Web Page, Q3 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, Mackenzie Cundill Team

Q2 2017 Commentary – Mackenzie Cundill Team

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

June 30, 2017 Bookmark the Web Page, Q2 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, Mackenzie Cundill Team

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.

December 31, 2016 Bookmark the Web Page, Q4 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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