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The Fund seeks income with the potential for long-term capital growth by investing primarily in fixed-income and/or income-oriented equity securities of issuers anywhere in the world. The Fund will pursue a flexible approach to investing in fixed-income and/or equity asset classes anywhere in the world. The Fund will generally invest 30% to 70% of its assets in any one asset class but may invest 0% to 100% of its assets in any one asset class. Allocations between asset classes are based on economic conditions and/or the portfolio managers’ assessment of relative valuations.
Name | Title | Since | Until |
---|---|---|---|
Konstantin Boehmer | Portfolio Manager | 2014 | 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. | ||
Darren McKiernan | Portfolio manager | 2013 | Now |
Biography | Darren McKiernan, Senior Vice President, Investment Management, is Head of the Mackenzie Global Equity & Income Team. Darren’s career in the investment industry began in 1995. Prior to joining Mackenzie Investments, he was Vice President and Lead Portfolio Manager of a major global dividend fund at a leading investment management company. Before that, Darren was a co-manager at a global value-based investment firm, where he focused on U.S. equities. Darren has a BComm (Hons.) from the University of Manitoba and is a CFA charterholder. | ||
Steven Locke | Senior Vice President | 2011 | 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. | ||
Alain Bergeron | Senior Vice President | 2013 | 2014 |
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. | ||
Hovig Moushian | Senior Vice President | 2011 | 2014 |
Biography | Hovig Moushian, Senior Vice President, Investment Management, is Head of the Mackenzie All Cap Value Team. Hovig’s career in the investment industry began in 1996. He joined Lancet Asset Management in 2001, and the company merged with Howson Tattersall Investment Counsel in 2003. The firm became part of Mackenzie Investments in 2008. Prior to joining Lancet, Hovig spent four years at a Canadian investment firm, where he analyzed U.S. equities. Hovig has his BBA (Finance) and MBA from the Schulich School of Business at York University. He is also a CFA charterholder. | ||
Paul D. Scanlon | Senior Analyst | 2011 | 2014 |
Biography | Mr. Scanlon is a Co-Head of Fixed Income, specializing in global credit and tax-exempt strategies. He is responsible for managing all facets of the corporate credit investment process and overseeing Putnam's taxexempt team. In addition, he is accountable for the research, trading, and creation of stand-alone corporate credit portfolios as well as a number of multi-sector strategies. Mr. Scanlon joined Putnam in 1999 and has been in the investment industry since 1986. Paul is a CFA charterholder. | ||
Norman P. Boucher | Portfolio Manager | 2011 | 2014 |
Biography | Norman is responsible for managing the cyclical part of Putnam’s high-yield portfolios. He joined Putnam as an Analyst covering the automotive, aerospace, and technology sectors. He served as a Portfolio Manager on the U.S. High Yield group before moving to Putnam’s London office to manage European high-yield portfolios. He rejoined the U.S. High Yield team in 2005. Norman joined Putnam in 1998 and has been in the investment industry since 1985. | ||
Robert L. Salvin | Managing Director | 2011 | 2014 |
Biography | Mr. Salvin is a Portfolio Manager of Putnam's global credit strategies. He is responsible for managing convertible securities, U.S. high-yield, global high-yield, and floating rate loan strategies. Mr. Salvin joined Putnam in 2000 and has been in the investment industry since 1986. Prior to joining Putnam, Mr. Salvin was a Managing Director at BancBoston Robertson Stephens from 1997 to 1999, a Director at SBC Warburg Inc. from 1996 to 1997, an Associate at Chase Securities from 1993 to 1996, and an Analyst at Broadview Associates from 1986 to 1991. | ||
Kevin F. Murphy | Portfolio Manager | 2011 | 2014 |
Biography | Kevin Murphy Managing Director and Fixed Income Portfolio Manager As a portfolio manager, Kevin works with our Emerging Markets Debt Investment Team to develop investment strategy in the sector. Kevin joined Wellington Management in 2016. Prior to that, he worked at Putnam (1999 – 2016), BancBoston (1996 – 1999) and at ING Baring Securities in New York City (1991 – 1996). Kevin received his BS in electrical engineering from Columbia University’s School of Engineering and Applied Science (1987). | ||
David P. Ginther | Senior Vice President | 2006 | 2014 |
Biography | David Ginther is Senior Vice President at Waddell & Reed Investment Management Company. He joined Waddell & Reed in March 1995 as an investment analyst; promoted to Assistant VP, Jan-99 and VP Jul-00. In Jul-03 was appointed Lead Portfolio Manager of Waddell & Reed Advisors Dividend Income Fund, a highly rated fund available for sale to investors in the US, and the fund upon which the Mackenzie Universal US Dividend Income Fund is modeled. David earned a BS, Accounting from Kansas State University and holds the CPA designation. |
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