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Mackenzie Ivy Global Balanced Fund - F (0P000075SU)
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04/04 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 1.29B
Mackenzie Ivy Global Balanced Fund - F
11.154
-0.353
-3.07%
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0P000075SU Overview
On this page you'll find an in-depth profile of Mackenzie Ivy Global Balanced Fund - F. Learn about the key management, total assets, investment strategy and contact information of 0P000075SU among other information.
Investment Strategy
The Fund seeks capital growth and current income by investing primarily in a combination of equity and fixed-income securities of issuers located anywhere in the world. The equity portfolio manager employs a blended growth and value investment style. The equity portfolio manager seeks companies having the greatest prospects for long-term growth, but also gives strong consideration to the investment’s intrinsic worth relative to its stock price. The equity portfolio manager’s review process includes analysis of the company’s competitive position, management strengths, expected profitability and financial position.
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 |
|---|---|---|---|
| Jason Miller | Portfolio Manager | 2022 | Now |
| Biography | Specializes in European equities Worked as an investment analyst for five years at an investment management firm, and two years at an equity research company. BSc in Engineering; MBA (Finance), Rotman School of Management, University of Toronto | ||
| Adam Gofton | Portfolio Manager | 2020 | Now |
| Biography | Specializes in global equities Worked as a research associate analyst for three years at a global investment bank BComm from Queen’s University | ||
| Nelson Arruda | Vice President | 2019 | Now |
| Biography | Nelson has experience in investment research and portfolio management of multi-asset strategies. Prior to joining Mackenzie in 2017, Nelson spent seven years at the Canada Pension Plan Investment Board where he performed various roles, including head portfolio manager of the active commodities portfolio, covering energy, agriculture and metals. Nelson has Bachelor of Science and Master of Science degrees in computer science from the University of Toronto and also graduated from the Rotman School of Business with a Master of Finance. He is a CFA charterholder. | ||
| Hussein Sunderji | Portfolio Manager | 2014 | Now |
| Biography | Hussein Sunderji, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. He is primarily responsible for researching and selecting Far East and Asian companies. Hussein’s career in the investment industry began in 2007. He joined Mackenzie in 2013. Prior to joining Mackenzie, Hussein spent two years as an Investment Analyst at a North American investment management firm, where he conducted fundamental equity research to support the firm’s high-net-worth and retail investment mandates. | ||
| 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. | ||
| 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. | ||
| Matt Moody | Associate Portfolio Manager | 2009 | Now |
| Biography | Matt Moody, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. Matt is primarily responsible for researching and selecting European companies. Matt’s career in the investment industry began in 1999. He has been with Mackenzie Investments since 2005. Prior to joining Mackenzie Investments, Matt spent four years at a competitor firm in various investment research and analyst roles. Matt has a BBA from Acadia University and an International MBA from the Schulich School of Business at York University. He is also a CFA charterholder. | ||
| Paul Musson | Senior Vice President | 2001 | 2023 |
| Biography | Paul Musson, Senior Vice President, Investment Management, is Head of the Mackenzie Ivy Team. Paul’s career in the investment industry began in 1992. He has been with Mackenzie Investments since 2000. Prior to joining Mackenzie Investments, Paul worked within the corporate and investment banking arm of a large Canadian bank for four years in the institutional sales area, with a focus on international equities. Paul has a BComm (Finance) from Concordia University. He is also a CFA charterholder. | ||
| Robert McKee | Vice President | 2012 | 2021 |
| Biography | Robert McKee, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. His principal research focus is on U.S. companies. Robert’s career in the investment industry began in 2007. He joined Mackenzie Investments in 2011. Before joining Mackenzie Investments, Robert worked as an Associate Analyst at a Canadian bank and, prior to that, he was with an investment banking firm. At both firms, he covered companies in the merchandising and consumer products area. | ||
| 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. | ||
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