Asset Class US Equity

Why invest in this fund?

  • Seeks US companies that conservatively grow throughout a market cycle 
  • Active risk management:  the portfolio management team is company focused – not index focused, resulting in a portfolio that is different from the benchmark
  • A concentrated portfolio of businesses that compound free cash flow growth

Key Facts

Portfolio Managers

David Arpin, MA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Dina DeGeer, MBA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Shah Khan, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Hui Wang, MBA, CFA, CAIA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Performance

Portfolio

Codes & Fees

Historical Data