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Mackenzie Canadian Equity Team

As one of Canada's largest investment boutiques specializing in Canadian equities, the Mackenzie Canadian Equity Team brings deep market knowledge and leverages decades of experience to capture opportunities in the Canadian publicly investible universe.

Philosophy & approach

 

The Mackenzie Canadian Equity Team's investment philosophy is built on a foundation of patience. Their approach is rooted in a fundamental approach that aims to generate long-term capital appreciation, with a portfolio that is constructed with the intention of being resilient over multiple economic cycles and market environments.

Their Canadian equity strategies are diversified by sector and market capitalization, backed by a rigorous time-tested investment process and a strong risk management framework. They seek to enhance returns while mitigating risk, to outperform across full market cycles.

Investment strategies

    • Canadian All Cap Value
    • Canadian All Cap Value



Investment team

Mackenzie Canadian Equity Team’s disciplined investment approach is supported by extensive research, fundamental analysis and active engagement with company management.

  • William Aldridge, MBA, CFA

    William Aldridge, MBA, CFA

    Senior Vice President, Portfolio Manager, Team Co-Lead
  • Patricia Nesbitt, CFA

    Patricia Nesbitt, CFA

    Senior Vice President, Portfolio Manager, Team Co-Lead

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