Asset Class US Equity

Why invest in this fund?

  • Team-based approach
  • The investment style is deep value, disciplined, patient and asset-oriented
  • The Fund invests in companies that have fallen out of favour with analysts and are often viewed negatively in the market place. For this reason, the approach is described as contrarian

Key Facts

Portfolio Managers

Richard Wong, CFA

Senior Vice President, Investment Management, Portfolio Manager

Mackenzie Cundill Team

Investment experience since 1994

Commentary

Commentary

Quarterly Commentaries

Read the latest Mackenzie Team commentaries to learn about their analysis of key market risks and opportunities. For select funds, quarterly reviews of performance and market conditions are also available.
Commentary

Monthly Commentaries

Mackenzie Investments publishes regular commentaries to help advisors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read the latest monthly commentaries for more information.

Performance

Portfolio

Codes & Fees

Historical Data