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Mackenzie Cundill Canadian Balanced Fund A (0P00007082)
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13/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 373.58M
Mackenzie Cundill Canadian Balanced Fund A
11.037
-0.020
-0.22%
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0P00007082 Overview
On this page you'll find an in-depth profile of Mackenzie Cundill Canadian Balanced Fund A. Learn about the key management, total assets, investment strategy and contact information of 0P00007082 among other information.
Investment Strategy
The Fund pursues long-term capital growth by investing mainly in Canadian equity and fixed-income securities. The levels of fixed-income and equity securities will range between 30% and 70% of the Fund’s assets, depending on the manager’s assessment of economic and market factors.
Contact Information
Address
180 Queen Street West
Toronto,ON M5V 3K1
Canada
Toronto,ON M5V 3K1
Canada
Phone
416-922-5322
Fax
416-922-5660
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Richard Y.C. Wong | Portfolio Manager | 2016 | Now |
| Biography | Richard Wong, Senior Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Cundill Team, and has a focus on International Value Equity. Prior to joining Mackenzie Investments in 2016, Richard was a Global Portfolio Manager at a Canadian institutional value investment firm. Richard has extensive experience in fundamental equity analysis and portfolio construction. He started his career in the corporate and investment banking group of a major Canadian bank. | ||
| Konstantin Boehmer | Portfolio Manager | 2013 | Now |
| Biography | Konstantin joined Mackenzie Investments in July 2013. He started in 2003 at a German asset management company, achieving progressively senior portfolio management positions. Konstantin’s focus throughout his career has been the active management of global sovereign, quasi-sovereign, and emerging markets yield curves and currencies. Konstantin has a Bachelor First Class Honours degree (European Business and Spanish) from the University of Hertfordshire in the UK, and a Master’s degree in Business Administration from the Massachusetts Institute of Technology. | ||
| Felix Wong | Director of Fixed Income Operations and Portfolio Compliance | 2013 | Now |
| Biography | Felix’s career in the investment industry began in 1988. He joined Howson Tattersall Investment Counsel in 1999, and the company became part of Mackenzie Investments in 2008. His previous roles included serving as Assistant Vice President of credit at a large international bank, where he analyzed corporate lending transactions to Canadian corporations, as well as acting as a Research Analyst covering Asian-Pacific industries and companies. Felix has BSc and MBA degrees from the University of Toronto. He is also a CFA charterholder. | ||
| Movin Mokbel | Vice President | 2013 | Now |
| Biography | Movin’s career in the investment industry began in 2000, and he joined the Mackenzie Fixed Income Team in 2012. His previous experience includes roles as a High-Yield Analyst and deal-structuring investment banker. Movin received a BSc from York University, as well as an MBA from the University of Toronto. He is also a CFA charterholder. | ||
| Daniel Cooper | Portfolio Manager | 2013 | Now |
| Biography | Dan Cooper, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Fixed Income Team. Dan joined Mackenzie Investments in 1997, working in various non-investment related capacities before joining the Mackenzie Fixed Income Team as a High-Yield Analyst in 2006. Dan has a Bachelor of Administrative Studies degree from York University, and he is a CFA charterholder. | ||
| Steven Locke | Senior Vice President | 2013 | Now |
| Biography | Steve’s career in the investment industry began in 1995. He joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Steve’s work experience included five years managing insurance, pension, and retail segregated fund portfolios in Canada, as well as several years as a Credit Analyst and Bond Trader. Steve has a BA from York University and an MBA from the Schulich School of Business. He is also a CFA charterholder. | ||
| Jonathan D. Norwood | Vice President | 2016 | 2019 |
| Biography | Jonathan Norwood, Senior Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Cundill Team, and has a focus on U.S. Value Equity. Prior to joining Mackenzie Investments in 2016, Jonathan was a Portfolio Manager at a subsidiary of one of the largest mutual life insurance companies in Canada. He also founded and operated his own asset management firm where he managed a value-oriented portfolio comprised of North American equities. | ||
| Alain Bergeron | Senior Vice President | 2014 | 2019 |
| Biography | Alain’s career in the investment industry began in 2000. He has been with Mackenzie Investments since 2013. Before joining Mackenzie Investments, Alain worked in investment management at one of Canada’s largest public pension plans for over 10 years, where he advanced to the role of Vice President and Head of Global Tactical Asset Allocation. He has also been an institutional trader at a major Canadian bank. Alain holds a BBA (Finance and Quantitative Methods) and an MSc (Financial Engineering). He is a CFA charterholder and holds the CMT designation. | ||
| William Aldridge | Vice President | 2016 | 2017 |
| Biography | William Aldridge, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie North American Equities Team. William’s career in the investment industry began in 2002 when he joined the equity research team at a Canadian investment bank. He joined Howson Tattersall Investment Counsel in 2006, and the company became part of Mackenzie Investments in 2008. William has a BSc from the University of British Columbia, an MBA from the Richard Ivey School of Business and is a CFA charterholder. | ||
| Lawrence Chin | Other Executives | 2009 | 2016 |
| Biography | Lawrence Chin, Senior Vice President, Investment Management, is Director of Research and co-lead of the Mackenzie Cundill Team. Lawrence holds research and portfolio management responsibilities for Canadian companies. Lawrence has investment experience since 1999 when he joined the Mackenzie Cundill Team. Lawrence has a BBA in Finance and Accounting from Simon Fraser University and is a CFA charterholder. | ||
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