Awards & Rankings
Philosophy & Process
The Mackenzie Global Equity & Income Team aims to provide investors with solid long term returns and mitigated volatility along with strong dividend yields and dividend growth. The Team seeks to select high quality companies that generate strong returns on equity, pay higher dividend yields, and are run with more robust capital structures than the benchmark. We buy companies that operate at the high end of their value chain when they trade below our estimated intrinsic value. These quality businesses possess predictable economics and generate consistently high returns on invested capital and free cash flow conversion, which supports their ability to sustain dividend payouts over the long run. Moreover, our companies have tended to demonstrate a strong track record of growing their dividends during varied economic conditions and interest rate cycles. Portfolio investments are diversified across sectors and countries around the world.