Commentary – Mackenzie Growth Team | Mackenzie Investments

Commentary – Mackenzie Growth Team

Team Insights

What's New

Fund Insights: Investment in Digitization

The Mackenzie Growth Team looks for high-quality businesses that will benefit from secular tailwinds. Digitization is a key sector the team is focussing on as it reduces its cyclical holding.

September 13, 2018 Bookmark the Web Page, Fund Insights: Investment in Digitization Add to My Bookmarks

Fund Insights: Leverage the Future

Read this fund insight for details on the portfolio changes the Mackenzie Growth Team has made. Plus, learn more about the team’s investment approach to fundamentals analysis and the secular drivers.

September 12, 2018 Bookmark the Web Page, Fund Insights: Leverage the Future Add to My Bookmarks

Why Mackenzie US Mid Cap Growth Class

Using history as a guide, investors have an opportunity to capture strong risk-adjusted returns with US mid cap stocks.

June 27, 2019 Bookmark the Web Page, Why Mackenzie US Mid Cap Growth Class Add to My Bookmarks

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The Case for the US Mid Cap Space

US mid cap stocks offer a risk-return “sweet spot” between the opportunities of dynamic small businesses and the steady growth of large-cap companies.

August 31, 2018 Bookmark the Web Page, The Case for the US Mid Cap Space Add to My Bookmarks

Tags: Mackenzie US Mid Cap Growth Class, Mackenzie US Mid Cap Growth Currency Neutral Class, Mackenzie Growth Team

Fund Insights: Reducing Cyclical Exposures

Portfolio Manager Phil Taller talks about positioning the Mackenzie US Mid Cap Growth Class amid developments with the US economy, President Donald Trump and healthcare.

May 18, 2017 Bookmark the Web Page, Fund Insights: Reducing Cyclical Exposures Add to My Bookmarks

Tags: Mackenzie US Mid Cap Growth Class, Mackenzie Growth Team, Phil Taller

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Market Commentary

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Quarterly Commentary

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Q2 2019 Commentary – Mackenzie Growth Team

US Mid Cap equities posted a modest rise in the second quarter after a negative turn in May. The Russell 2500 index returned +3.0% in US Dollars (0.7% in Canadian Dollars). Some of the more cyclical sectors such as Producer Durables, Materials and Financial Services performed well, as did Technology. Health Care slightly underperformed, while Consumer Discretionary was well behind the index.

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

Tags: Commentaries, Mackenzie US Mid Cap Growth Class, Mackenzie US Mid Cap Growth Currency Neutral Class, Mackenzie Growth Team

Q1 2019 Commentary – Mackenzie Growth Team

US Mid Cap equities began the year with a strong rebound in the first quarter. The Russell 2500 index returned +15.4% in US Dollars (+13.3% in Canadian Dollars). While Technology and Health Care were the top performing sectors, Energy, Producer Durables, and Materials all performed well.

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

Tags: Commentaries, Mackenzie US Mid Cap Growth Class, Mackenzie US Mid Cap Growth Currency Neutral Class

Q4 2018 Commentary – Mackenzie Growth Team

US small and mid-cap equities ended the year with a large decline in the fourth quarter. The Russell 2500 index returned -18.9% in US Dollars (-13.9% in Canadian Dollars).

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

Tags: Insight, Mutual Funds, Commentaries, Mackenzie US Mid Cap Growth Class, Mackenzie US Mid Cap Growth Currency Neutral Class, Mackenzie Growth Team

Q3 2018 Commentary – Mackenzie Growth Team

US small and mid cap equities continued their strong performance in the third quarter . The Russell 2500 index returned 4.7% in US Dollars (2.9% in Canadian Dollars). Technology and Health Care outpaced the market by far, while Producer Durables and Utilities also did well. The only sector to decline was Consumer Staples.

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

Tags: Commentaries, Mackenzie US Mid Cap Growth Class, Mackenzie US Mid Cap Growth Currency Neutral Class, Mackenzie Growth Team

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Market Commentary

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Video Commentary