Asset Class Alternative Strategies

Mackenzie Global Long-Short Equity Alpha Fund

Why invest in this fund?

  • Excess Return Potential - Bottom-up stock selection model and quantitative disciplined alpha strategy seeks to extract excess returns from inefficiently priced securities.
  • Amplifies Alpha Risk Exposure - Utilizes both long and short exposures to stocks across industries, styles, and market capitalizations, with a focus on small- and mid-cap securities.
  • Seeks Improved Diversification - Excess returns expected to have lower correlation to general market movements which can increase diversification benefits.

Key Facts

Portfolio Managers

Richard B. Weed, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Systematic Strategies Team

Investment experience since 1992

Commentary

Performance

Portfolio

Codes & Fees

Historical Data