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The Fund aims to generate income by investing primarily in a diversified portfolio of fixed-income securities issued by companies or governments of any size, anywhere in the world. The Fund also seeks to achieve long-term capital growth by investing in fixed-income securities and other investments. The investment approach follows a value investment style maximizing the relative value for risk around the world.
Name | Title | Since | Until |
---|---|---|---|
Steven Locke | Senior Vice President | 2014 | 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. | ||
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. | ||
Movin Mokbel | Vice President | 2014 | 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 | 2014 | 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. |
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