Mackenzie Quality Equity Team

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Quality investing, from capital preservation to durable growth.


The Mackenzie Quality Equity Team invests in durable, well-run businesses that can compound value over time, applying a consistent quality discipline across strategies from more defensive to more growth oriented.

A consistent quality bar.

The team starts every idea with one question: is this a durable business? It seeks companies with lasting competitive advantages, resilient balance sheets and the ability to generate cash through a full cycle, then applies a valuation discipline intended to avoid overpaying for that quality.

Quality expressed across the spectrum.

The team exercises its commitment to quality across the spectrum, from resilience, downside risk and business durability, to emerging quality and future opportunities. Together, these complementary perspectives broaden how the team evaluates quality.

Built to reward long-term investors.

Regardless of where quality is identified, the team’s patient approach results in low-turnover strategies focused on growing capital over full market cycles, and with the intention of rewarding investors who stay the course.

Meet our team

Matt Moody, MBA, CFA

Managing Director, Co-head of Mackenzie Quality Equity Team
Mackenzie Quality Equity 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.

Shah Khan, MBA,CFA

Managing Director, Co-head of Mackenzie Quality Equity Team
Mackenzie Quality Equity Team

Joined Mackenzie in 2010; investment experience since 2010

  • Sector generalist specializing in Canadian equities
  • BSc degree in Biochemistry, MBA and CFA

Tyler Hewlett, MBA,CFA

Managing Director, Co-head of Mackenzie Quality Equity Team
Mackenzie Quality Equity Team

Joined Mackenzie in 2022; investment experience since 2001

  • Fifteen years at a leading investment firm as lead Portfolio Manager on a number of strategies focusing on North American equities.
  • BComm degree from Queen’s University 

Dave Taylor, CFA

Vice President, Portfolio Manager
Mackenzie Quality Equity Team

Joined Mackenzie in 2022; investment experience since 2003

  • Ten years at a leading investment firm as a Portfolio Manager on a number of strategies.
  • Worked in equity research for a tier one Canadian investment dealer, and at a high-net-worth investment boutique.
  • BA (Hons.) degree from the University of Western Ontario.

Hussein Sunderji, MBA, CFA

Vice President, Portfolio Manager
Mackenzie Quality Equity 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 Quality Equity Team

Investment experience since 2005

Joined Mackenzie in 2014.

  • Has more than 20 years of investment experience and leads theteam, 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 Quality Equity 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.

Our insights

Commentary

Commentaries – Mackenzie Bluewater funds

Read the latest commentaries to learn about the team's analysis of key market risks and opportunities.
Learn more
Commentary

Quarterly Commentary – Mackenzie Bluewater funds

Read the latest quarterly commentary to learn about the team's analysis of key market risks and opportunities.
Read more
Insight

Market insights: The case for active management in US equities

During periods of a high concentration of mega-cap tech companies, it becomes even more important to focus on durable, competitive companies that can outperform over the long term. 
Read more
Insight

Long-term value creation through innovative global leaders

With 2024 firmly in the rear-view mirror, we review the Next Gen Growth strategy and the names that have provided unique technological innovation and delivered strong returns.
Learn more

Insight

Mackenzie Ivy Funds Quarterly report

Read the latest Ivy Funds quarterly report to learn about the team's analysis of key market risks and opportunities.

Article

Unconventional investing: Mackenzie Ivy funds long-term focus

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

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Our funds

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

icon Mackenzie Bluewater Canadian Growth Balanced Fund
icon Mackenzie Bluewater Global Growth Balanced Fund
icon Mackenzie Bluewater US Growth Fund
icon Mackenzie Bluewater Canadian Growth Fund
icon Mackenzie Bluewater Global Growth Fund
icon Mackenzie Bluewater North American Equity Fund
icon Mackenzie Bluewater North American Balanced Fund
icon Mackenzie Bluewater Next Gen Growth Fund
icon Mackenzie Bluewater Next Gen Growth ETF
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
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