Mackenzie Ivy Team

Meeting long-term goals with long-term thinking

Mackenzie Ivy Team

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Meeting long-term goals with long-term thinking

We aim to achieve long-term growth through careful and patient investment. Refined over 30 years, our approach to investing is time-tested and trusted, protecting capital and helping investors reach their long-term goals.

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A 10-year view

We look for companies that are positioned to perform over the next decade, not just the next quarter. We target businesses that are likely to have steady earnings thanks to their proven products and services, ability to innovate, and strong leadership as we believe this allows us to generate more consistent returns.

Quality that lasts

Through rigorous research and analysis, we identify high-quality companies that can endure, driven by competitive advantages and strong corporate cultures. We curate a watchlist of hundreds of global stocks, waiting for the right opportunity at the right price.

Seeking growth with less volatility

Managing downside risk is a key part of growth. Our disciplined and patient approach aims to smooth the investment journey. By striving to outperform in down markets and participate enough in bull markets, we expect to achieve above-average compound returns over a full market cycle.

Meet our team

Matt Moody, MBA, CFA

Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Ivy Team

Investment experience since 1999

Joined Mackenzie in 2005.

  • After 17 years as a portfolio manager on the team, in September 2022 Matt was named head of the Mackenzie Ivy Team.
  • Specializes in European equities.
  • He previously held various investment research and analyst roles for four years at a leading mutual fund firm.
  • BBA; International MBA, Schulich School of Business, York University.

Hussein Sunderji, MBA, CFA

Vice President, Portfolio Manager
Mackenzie Ivy Team

Investment experience since 2007

Joined Mackenzie in 2013.

  • Specializes in global equities.
  • Worked as an investment analyst covering North American equities at a bank-owned asset manager for two years.
  • Worked as an Equity Research Associate at two Canadian bank-owned investment dealers for four years, covering the retail, consumer products and technology sectors.
  • BSc (Computer Science); MBA, Rotman School of Management, University of Toronto.

James Morrison, MBA, CFA

Vice President, Portfolio Manager
Mackenzie Ivy Team

Investment experience since 2005

Joined Mackenzie in 2014.

  • Has more than 20 years of investment experience and leads the Ivy Canadian Team, which manages a Canadian-focused equity strategy.
  • He brings a differentiated perspective informed by his prior experience as an investment banker and equity research analyst, serving both institutional and corporate clients.
  • Holds a BBA and MBA from Dalhousie University, and is a CFA charterholder.

Adam Gofton, CFA

Vice President, Portfolio Manager
Mackenzie Ivy Team

Investment experience since 2007

Joined Mackenzie in 2013.

  • Specializes in global equities.
  • Worked as a research associate analyst for three years at a global investment bank.
  • BComm from Queen’s University.

The Mackenzie Ivy Team

Learn how Ivy helps investors stay the course through market volatility and build lasting wealth over the long term.

Our insights

Article

Beyond the numbers: Mackenzie Ivy Team Q&A

For the Ivy Team, a defensive approach doesn't mean staying still. The team shares how they help investors reach their long term goals.

Article

Unconventional investing: Mackenzie Ivy’s long-term focus

While others may shy away from market volatility, the Mackenzie Ivy Team sees it as a chance to enhance returns. Their focused, research-intensive strategy has historically yielded strong results, even amid market contractions.

Insight

Mackenzie Ivy Team Quarterly report

Read the latest Mackenzie Ivy Team quarterly report to learn about their analysis of key market risks and opportunities.

Insight

The Mackenzie Ivy Team: Our approach towards responsible investing

The Ivy Team’s overall investment philosophy centres on the belief that a concentrated portfolio of high-quality businesses, bought at reasonable prices, will deliver strong, long-term, above-average returns.

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Our funds

Innovative solutions designed to help your clients achieve their goals in today's market.

icon Mackenzie Ivy International Fund
icon Mackenzie Ivy International Fund II
icon Mackenzie Ivy Canadian Fund
icon Mackenzie Ivy Global Balanced Fund
icon Mackenzie Ivy European Fund
icon Mackenzie Ivy Foreign Equity Fund
icon Mackenzie Ivy Canadian Balanced Fund
icon Mackenzie Ivy Foreign Equity Currency Neutral Fund
icon Mackenzie Ivy Global Equity ETF


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.

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