Mackenzie Cundill Team

Realizing value by investing with experience, conviction and patience

Philosophy and process

The Mackenzie Cundill Team adheres to a disciplined value investing style. The Team seeks out-of-favour or otherwise undervalued stocks, with identifiable catalysts and aims to buy these companies at a discount to their assessed value. The team believes that this approach can generate competitive long term returns as these situations are re-priced in the market. Portfolios are diversified, yet focused on our best value ideas sourced from industries, sectors and countries around the world.    

Portfolio Manager

Richard Wong, CFA

Senior Vice President, Investment Management, Portfolio Manager, Head of Team
Mackenzie Cundill Team

Investment experience since 1994

The Team is led by portfolio manager Richard Wong, who has extensive experience in fundamental equity analysis and portfolio construction.

Richard joined Mackenzie Investments in 2016 and has more than 25 years of investment experience. Prior to joining Mackenzie Investments, Richard was a Global Portfolio Manager at a Canadian institutional value investment firm with more than $5 billion in client assets. He started his career in the corporate and investment banking group of a major Canadian bank.

Richard has a B. Comm. (Finance) with honours from the University of British Columbia. He is a CFA charterholder.

Rami Nasser, MBA,CFA

Associate Portfolio Manager
Mackenzie Cundill Team

Investment experience since 2019

Rami’s career in the investment industry began in 2009. He joined Mackenzie in 2018 and was promoted to Associate Portfolio Manager in 2021. Prior to joining Mackenzie, Rami spent two years as an Investment Analyst at one of Canada’s leading high-net-worth investment management firms, where he covered US and Canadian equities. Rami also worked for two years as an Investment Analyst at one of Canada’s leading institutional investment management companies covering small cap Canadian equities. Rami started his investment career on the sell side as a Research Associate covering technology stocks.

Rami has an MBA and a Bachelor of Electrical Engineering from Dalhousie University. He is a CFA charterholder.



Why now's the time for value investing

Richard Wong, Head of the Mackenzie Cundill Team, explains his approach to value investing and uncovering attractive opportunities in today's market.


The Cundill team’s approach towards responsible investing

Cundill acknowledges that environmental, social and governance (ESG) risks can negatively impact the value of a company. Therefore, the team integrates ESG risks into their bottom-up security selection process.

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.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.