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.