Mackenzie global environmental equity strategies focus on the environmental economy, investing in companies at the forefront of the energy transition. The portfolio management team seeks value in a growth space, investing with integrity and purpose.
Mackenzie global environmental equity strategies are managed by John Cook and Greg Payne of the Mackenzie Resources and Energy Evolution Team. They believe that changing demographics, resource scarcity and environmental degradation could drive extraordinary opportunities and new risks for investors. As resource and environmental issues become more challenging, they believe prices will be forced to adjust and strong “blue-chip” companies operating in the green economy will be in high demand.
They apply focused due diligence with the intention of holding stocks when they see significant discounts to intrinsic value. Focused exclusively on environmental sectors since 2007, the team has developed a deep understanding of these sectors and is confident that through their sustainability thesis, and proven value discipline, they can continue to pursue superior returns for investors.
Mackenzie global environmental equity strategies are thematic portfolios with a focus on clean energy, energy efficiency, cleantech, water, sustainable agriculture and sustainable transportation.
Eligible investors can access these strategies through a variety of investment vehicles, including separately managed accounts, Canadian pooled funds and a Cayman Islands fund.
John Cook and Greg Payne are experienced value managers focused exclusively on the environmental economy since 2007.
