Asset Class Global Equity

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 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

Resources

Fund Materials

Regulatory Documents