Mackenzie Greenchip Team

Investing in companies that are powering a green future

Our team

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Our insights

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Our funds & awards

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We believe investors have the power, and the responsibility, to change the world. The transition to clean energy is the most important challenge of our time, and investors can achieve extraordinary growth with the right investment approach.

Finding value
in a growth space

In the rapidly growing environmental market, we take a long-term perspective. Our Team invests with the goal of building assets that we expect will have a productive return over decades. That means finding value, paying the right price, understanding the risks, and patiently waiting to invest until innovations are proven and viable in the marketplace.

Uncovering
“best ideas” worldwide

Investing without borders, we find  75% of the most compelling investment opportunities are outside of the U.S. and Canada. Our value, all-cap approach and an environmental theme that favours higher capex sectors also results in low correlation to benchmarks, making our funds ideal for adding diversification to global growth portfolios. 

Environmental
changemakers

We invest in companies that are at the forefront of the energy transition, creating and distributing clean energy, such as solar, wind, batteries, biomaterial and beyond. We believe that investing in new forms of energy and energy efficiency will have an invaluable impact on the future of the planet without sacrificing returns.

Meet our team

John A. Cook, CIM

Senior Vice President, Portfolio Manager and Investor Engagement, Team Co-Lead
Mackenzie Greenchip Team

Investment experience since 1991

Joined Mackenzie in 2021; investment experience since 1991

  • John brings 30 years of experience ranging from mutual funds, venture capital and social finance
  • Before co-founding Greenchip in 2007, John was President of MaRS Discovery District, one of Canada’s largest innovation hubs. He also held a number of executive positions at Canadian mutual fund companies
  • BA from Queen's University; Chartered Investment Manager (CIM) designation

Gregory Payne, PhD,CFA

Senior Vice-President, Portfolio Manager, Team Co-Lead
Mackenzie Greenchip Team

Investment experience since 1999

Joined Mackenzie in 2021; investment experience since 1999

  • Greg has more than 20 years of experience in the financial industry, with over a decade focused exclusively on environmental sectors
  • Prior to co-founding Greenchip in 2007, Greg was involved in managing retail and institutional assets at a large capital management firm
  • Honours BSc in Statistics; MA and PhD in Economics from the University of Toronto.

     

Our insights

Insight

2023 Environmental outlook

Our sustainability experts weigh in on the challenges and opportunities in the environmental space.  

Insight

Renewable energy opportunities: public and private markets

Insight

Nuclear as part of our energy future

Nuclear may now only be 10% of global generation. Despite economic and environmental challenges, find out why we need nuclear to be part of our energy future.

Insight

Why recapturing, recycling and repurposing materials will be crucial to limiting future inflationary forces

If we fail to do this, inflation could be here to stay.

Insight

Monthly Commentaries – Greenchip Team

Read the latest to learn about their analysis of key market risks and opportunities.

Insight

The Great Energy Transition is underway

John Cook, portfolio manager of the Mackenzie Greenchip Global Environmental All Cap Fund, discusses the great energy transition that is upon us and poses the question: are advisors and their clients prepared for what's to come?

Insight

The $2.5 Trillion Window for Diversification and Opportunity

In this article, Institutional Investor speaks with Mackenzie Greenchip team about their approach to investing and how they’ve developed a keen sense for spotting value in the companies the strategy invests in.

Resources

Insight

Make a difference in the environment and your portfolio

Innovative green solutions not only help steer us towards a more sustainable future, but they can also provide great investment opportunities. Learn more about one of the six areas in which Mackenzie Greenchip Global Environmental All Cap Fund invests in.

Insight

Green Thematic Impact Report

Sustainable Thematic Funds: Mackenzie Greenchip Global Environmental All Cap Fund and Mackenzie Global Green Bond Fund.
 

Awards and rankings

Winner of the 2021 Fundata FundGrade A+ Awards for consistent and outstanding risk-adjusted performance in their respective categories 

Winner of the 2022 Lipper Funds Award from Refinitiv for the best 3-year performance in the Global Small/Mid Cap Equity classification.

The highest ratings given by the independent investment research firm Morningstar


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.

Morningstar Star Ratings reflect performance of Series F as of October 31, 2021 and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. For more details on the calculation of Morningstar Star Ratings, see www.morningstar.ca.

Mackenzie Greenchip Global Environmental All Cap Fund F, Global Small/Mid Cap Equity Category: 3 years - 5 stars (256 funds), 5 years - n/a stars (n/a funds), 10 years - n/a stars (n/a funds). 

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

Mackenzie Greenchip Global Environmental All Cap Fund (Series PWX) was awarded the Refinitiv Lipper Fund Awards Canada 2022 Winner for Best Global Small/Mid Cap Fund Over Three Years, out of 31 funds. Performance for the fund for the period ended September 30, 2022, is as follows: -11.0% (1 year), 19.9% (3 years) and 19.2% (since inception on October 17, 2018).

Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

Mackenzie Greenchip Global Environmental All Cap Fund Series A was recognized for outstanding fund performance at the 2021 Fundata FundGrade A+ Awards in the Global Small/Mid Cap Equity category out of a total of 108 funds. Performance for the fund for the period ended December 31, 2021 is as follows: 11.6% (1 year), 28.8% (3 years), and 26.8% (since inception- October 2018).