Mackenzie North American Equities Team | Mackenzie Investments

Mackenzie North American Equities Team

Awards & Rankings

  • Mackenzie Income Fund (Series A)

    Winner of the 2018 Fundata FundGrade A+ Awards® for consistent and outstanding risk-adjusted performance in their respective category

Latest Insights

Quarterly commentary

Q2 2019 Commentary

June 30, 2019

More commentary

Video commentary

Mackenzie Minute: March 23, 2018

March 23, 2018

More videos

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

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

Vice President, 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.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the "best of the best" among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from "A" to "E" receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award.

For more information, see http://www.fundgradeawards.com/. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.