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.
Richard Wong, CFA
Senior Vice President, Portfolio Manager, Head of TeamMackenzie 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.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.