Subadvisors | Mackenzie Investments

Subadvisors

Our ten sub-advisors draw on their tailored expertise to help investors create portfolios that best suit their needs.

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Rockefeller & Co.

Rockefeller & Co. is a privately-owned investment management firm that began as a family office in 1882 when John D. Rockefeller established it to manage his family’s investment needs.

Portfolio Managers: David P. Harris, Jimmy C. Chang

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China Asset Management

China AMC is a privately-owned asset manager established in April 1998 as one of the first country-wide fund management companies in China.

Portfolio Managers: Richard Pan, Qingze Lin

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Pax World Management LLC

Pax World Management LLC was founded in 1971 by Luther Tyson and Jack Corbett under the belief that it was possible for investors to align their investments with their values.

Portfolio Managers: Julie Fox Gorte, Heather Smith, Scott LaBreche

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1832 Asset Management L.P.

1832 Asset Management L.P. offers a wide range of wealth management solutions through financial advisors. These include the mutual funds and hedge funds of Dynamic Funds and the portfolio solutions of the Marquis Investment Program. 1832 Asset Management L.P. is a wholly-owned subsidiary of Scotiabank.

Portfolio Manager: Michael McHugh

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Irish Life Investment Managers

Irish Life Investment Managers (ILIM) has a disciplined approach to active investment management and a unique focus on controlling risk. 

Portfolio Managers: Anthony MacGuinness, Donie O'Brien, Ronan Bradley

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JPMorgan Asset Management

JP Morgan Asset Management’s investment approach is bottom-up, fundamental analysis with high conviction, concentrated portfolio. Their approach is long-term, quality bias with investment horizon of three to five years.

Portfolio Manager: Austin Forey

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Putnam Investments Inc.

Putnam Investments’s investment approach is fundamental credit research which employs classic financial analysis. They evaluate companies based on the following characteristics across all issuers and sectors: sustainable competitive advantage, viable capital structure, trajectory of free cash flow, adequate downside protection.

Portfolio Managers: Paul Scanlon, Norman Boucher, Robert Salvin, Robert Schoen, Adrian Chan, Robert Brookby, Eric Harthun

Santa Lucia Asset Management

Santa Lucia Asset Management

Santa Lucia Asset Management Pte Ltd is a practitioner of fundamental value analysis identifying mispriced securities trading at a deep discount to intrinsic value with a Margin of Safety. Santa Lucia Asset Management is based in Singapore.

Portfolio Manager: James Morton

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TOBAM

TOBAM is an independent, employee-owned asset manager with offices in New York, Zurich, Hong Kong and Paris. It was founded in 2005 by Yves Choueifaty, TOBAM’s President and Chief Investment Officer and a former CEO of Credit Lyonnais Asset Management.

Portfolio Managers: Ayaaz Allymun, Guillaume Toison, Nicolas Mejri, Nicolas Bégorre

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Waddell & Reed Financial, Inc.

Waddell & Reed Financial, Inc has a conservative investment approach that is based on fundamentals over fads. The investment management team includes highly skilled portfolio managers, analysts and economists who collaborate regularly, yet make decisions independently. The respected US based company dates back to 1937.

Portfolio Managers: Mike Avery, Philip Sanders, Daniel Becker, Erik Becker, Mark Beischel, Chace Brundige, Cynthia Prince-Fox, Gil Scott, Gus Zinn