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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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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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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Greenchip Financial Corp.

Greenchip Financial is a privately-owned mutual fund management company founded in 2007. Their mission is to find and capitalize on the investment opportunities in the growing environmental sector.

Portfolio Managers: Gregory Payne, John A. Cook

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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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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: Richard Bodzy, Samuel Cox, Paul Scanlon, Norman Boucher, Robert Salvin, Robert Schoen, Adrian Chan, Eric Harthun

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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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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