Mackenzie Quality Equity Team
Quality investing, from capital preservation to durable growth.
The Mackenzie Quality Equity Team invests in durable, well-run businesses that can compound value over time, applying a consistent quality discipline across strategies from more defensive to more growth oriented.
Quality expressed across the spectrum.
Built to reward long-term investors.
Meet our team
Matt Moody, MBA, CFA
Investment experience since 1999
Matt joined Mackenzie in 2005. He has extensive portfolio management experience and specializes in European equities. Prior to joining Mackenzie, Matt spent four years in investment research and analyst roles at a leading mutual fund firm.
Matt earned a BBA and an International MBA from the Schulich School of Business at York University.
Shah Khan, MBA,CFA
Joined Mackenzie in 2010; investment experience since 2010
- Sector generalist specializing in Canadian equities
- BSc degree in Biochemistry, MBA and CFA
Tyler Hewlett, MBA,CFA
Tyler joined Mackenzie in 2022. He is co-lead portfolio manager for Mackenzie Bluewater fundamental growth strategies, including U.S., global and Canadian growth mandates. He began his investment career in 2001 and, prior to joining Mackenzie, spent 15 years at a leading asset management firm, where he was lead portfolio manager across a number of strategies and held leadership responsibilities within the Canadian fundamental equity team.
Tyler earned a BComm from Queen’s University and is a CFA charterholder.
Dave joined Mackenzie in 2022. He began his investment career in 2003 and brings experience in portfolio management and equity research. Prior to joining Mackenzie, Dave spent 10 years as a portfolio manager across a number of investment strategies at a leading investment firm. Earlier in his career, he worked in equity research at a Canadian investment dealer and at an investment boutique serving high-net-worth clients.
Dave earned an Honours BA from the University of Western Ontario.
Hussein Sunderji, MBA, CFA
Investment experience since 2007
Hussein joined Mackenzie in 2013 and specializes in global equities. Prior to joining Mackenzie, he spent two years as an investment analyst covering North American equities at a bank-owned asset manager. Earlier in his career, Hussein spent four years in equity research roles at Canadian bank-owned investment dealers, covering the retail, consumer products and technology sectors.
Hussein earned a BSc in Computer Science and an MBA from the Rotman School of Management at the University of Toronto.
James Morrison, MBA, CFA
Investment experience since 2005
James joined Mackenzie in 2014. He has more than 20 years of investment experience and leads a team that manages a Canadian-focused equity strategy. Prior to joining Mackenzie, James held roles in investment banking and equity research, serving both institutional and corporate clients.
James earned a BBA and an MBA from Dalhousie University. He is also a CFA charter holder.
Adam Gofton, CFA
Investment experience since 2007
Adam Gofton is a Portfolio Manager on the Mackenzie Ivy team. Adam’s career in the investment industry began in 2007 and he joined Mackenzie Investments in 2013. Prior to joining Mackenzie, he worked for three years in equity research at a global investment bank, and four years as an investment analyst at a Canadian insurance-owned asset manager.
Adam has a BComm from Queen’s University. He is also a CFA charter holder.
Our insights
Commentaries – Mackenzie Bluewater funds
Quarterly Commentary – Mackenzie Bluewater funds
Market insights: The case for active management in US equities
Long-term value creation through innovative global leaders
Our funds
Innovative solutions designed to help your clients achieve their goals in today's market.
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Legal disclaimer
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