Mackenzie Global Quantitative Equity Team

Our Global Quantitative Equity Team places great value on our daily stock analysis, proprietary transaction cost estimation and capacity management.

Arup Datta

Senior Vice President, Head of Mackenzie Global Quantitative Equity Team

Philosophy and process

We believe in a core style of investing that employs fundamental ideas in a disciplined, risk-aware manner in seeking to generate alpha.

Furthermore, a nimble approach made possible by our strict capacity focus and implementation of a proprietary predictive transaction cost model drives potential alpha.

Portfolio Managers

Arup Datta, MBA, CFA

Senior Vice President, Head of Team

Mackenzie Global Quantitative Equity Team

Investment experience since 1992

Arup heads the Mackenzie Global Quantitative Equity Team which provides quantitative investment capabilities in Global and Emerging Markets equities.

Arup has 25 years of experience in quantitative equity investing. Between 1992 and 2012 he was a Quantitative Analyst, Portfolio Manager, Director of US and Director of Portfolio Management with Man Numeric, where he managed capacity-constrained equity strategies (traditional long only, active extension and hedge funds) in all capitalization strata and regions of the world. In 2012, Arup founded Agriya Investors, a firm focused on global equities, which eventually became the global/international arm of AJO. As Chief Investment Officer - International, Arup launched capacity-constrained equity strategies in emerging and developed markets.

Arup joined Mackenzie in September 2017 to head the Global Quantitative Equity Team.

Arup has a Bachelor of Technology degree from the Indian Institute of Technology in Kanpur, India, and earned an MBA with distinction from the Johnson School of Management at Cornell University. He is a CFA charterholder.

Nicholas Tham, MA, CFA

Vice President, Portfolio Manager

Mackenzie Global Quantitative Equity Team

Investment experience since 2010

Nicholas has eight years of quantitative equity experience.

He started his career as a Quantitative Analyst and Trader at Weiss Asset Management, a Boston-based hedge fund. In 2012, he joined Arup as a Portfolio Manager at Agriya Investors which eventually became the global/international team of AJO, a Philadelphia-based institutional quantitative equity firm.

He played a key role in launching and managing capacity-constrained equity strategies (traditional long only, active extension and hedge funds) in emerging and developed markets.

Nicholas joined Mackenzie in September 2017 as part of the Boston-based Global Quantitative Equity Team.

Nicholas earned his MA in Statistics from Harvard University and has BSc degrees in Mathematics and Physics from the Massachusetts Institute of Technology and ranked in International Physics and Mathematics Olympiads. He is a CFA charter holder.

Resources

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