Mackenzie North American Equities Team | Mackenzie Investments

Mackenzie North American Equities Team

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December 31, 2017

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Mackenzie Minute: December 8, 2017

December 8, 2017

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Philosophy & Process

The Mackenzie North American Equities Team invests in what they identify as the best value opportunities across North America. We believe that investing in companies with quality characteristics provides a better opportunity to close the value gap while limiting potential downside risk. Our expertise lies in the ability to tactically allocate across the market cap spectrum to potentially realize value from the best opportunities in the marketplace. We are disciplined, bottom-up investors that focus on the price we pay for a security, weighed against the relative risks to the portfolio for including that security. The team looks for companies that are diligent capital allocators with potential to generate sustainable cash flows. We believe in constructing well-diversified portfolios that have balanced exposures to different industries and sectors.

Portfolio Managers

Martin Downie, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie North American Equities Team

Investment experience since 1984

Hovig Moushian, MBA, CFA

Senior Vice President, Portfolio Manager

Mackenzie North American Equities Team

Investment experience since 1996

William Aldridge, MBA, CFA

Vice President, Portfolio Manager

Mackenzie North American Equities Team

Investment experience since 2002

Tim Johal, CFA

Vice President, Portfolio Manager

Mackenzie North American Equities Team

Investment experience since 2000

Scott Carscallen, CFA

Vice President, Portfolio Manager

Mackenzie North American Equities Team

Investment experience since 1994

Adelaide Kim, CPA, CA, CFA

Vice President, Portfolio Manager

Mackenzie North American Equities Team

Investment experience since 2000

Dongwei Ye, MBA, CFA

Associate Portfolio Manager

Mackenzie North American Equities Team

Investment experience since 2003

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.