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

Investment experience since 1995

Dina DeGeer, MBA, CFA

Senior Vice President, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

Investment experience since 1985

Shah Khan, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 2010

Hui Wang, MBA, CFA, CAIA

Vice President, Portfolio Manager

Mackenzie Bluewater Team

Investment experience since 2010

Performance

Portfolio

Codes & Fees

Historical Data