Mackenzie Cundill Value Class
Why invest in this fund?
- Strictly adheres to Cundill’s time-tested value investment style – buys out-of-favour stocks with identifiable catalysts at a discount to assessed value with the expectation that they are re-priced in the market
- Invests globally in a mandate that is concentrated in the portfolio manager’s highest conviction ideas
- Fund uses a pure bottom-up stock selection process, thus avoiding the need to time the markets
- Acts as a diversifier to other styles of investing such as growth and core style
Key Facts
Portfolio Managers

Richard Wong, CFA
Senior Vice President, Investment Management, Portfolio Manager
Mackenzie Cundill TeamInvestment experience since 1994
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Investor Insights: Value stocks are overdue for a comeback pdf 305KB
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Fund Insights: Finding Value in an Expensive Market pdf 361KB
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Fund Profile – Mackenzie Cundill Value Class – Series F pdf 497KB
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Fund Profile – Mackenzie Cundill Value Class pdf 495KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Cundill Value Class pdf 102KB
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Financial Statements – Semi-annual – Mackenzie Cundill Value Class pdf 1424KB
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Financial Statements – Annual – Mackenzie Cundill Value Class pdf 414KB
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MRFP – Annual – Mackenzie Cundill Value Class pdf 1246KB
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MRFP – Semi-annual – Mackenzie Cundill Value Class pdf 2296KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Cundill Value Class pdf 93KB
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Fund feature page
Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.
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.