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Mackenzie Ivy Global Balanced Fund - J (0P0000RTWZ)
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Mackenzie Ivy Global Balanced Fund - J
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0P0000RTWZ Overview
On this page you'll find an in-depth profile of Mackenzie Ivy Global Balanced Fund - J. Learn about the key management, total assets, investment strategy and contact information of 0P0000RTWZ among other information.
Investment Strategy
The Fund seeks capital growth and current income by investing primarily in a combination of equities and fixed-income securities of issuers located anywhere in the world.
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 |
|---|---|---|---|
| Alain Bergeron | Senior Vice President | 2014 | Now |
| Biography | Alain Bergeron, Senior Vice President, Investment Management, is Head of the Mackenzie Asset Allocation Team and head of alternative strategies. Alain’s career in the investment industry began in 2000. He has been with Mackenzie Investments since 2013. Alain holds a BBA (Finance and Quantitative Methods) and an MSc (Financial Engineering), both from HEC Montréal. He is a CFA charterholder and holds the Chartered Market Technician designation. | ||
| 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 Boehmer, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Fixed Income Team. He focuses on actively managing global fixed income using qualitative and quantitative strategies.Konstantin joined Mackenzie Investments in July 2013. His portfolio management career began in 2003 in Germany. He transferred to the company’s New York office in 2009.Konstantin has a Bachelor First Class Honours degree from the University of Hertfordshire in the UK. In 2017, he earned his Master’s degree in Business Administration from the Massachusetts Institute of Technology. | ||
| Steve Locke | Senior Vice President | 2013 | Now |
| Biography | Steve Locke, Senior Vice President, Investment Management, is Head of the Mackenzie Fixed Income Team. 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. | ||
| Robert McKee | Vice President | 2012 | Now |
| 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. | ||
| 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 | Now |
| 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. | ||
| Felix Wong | Associate Portfolio Manager | 2013 | 2014 |
| Biography | Felix Wong, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Fixed Income Team. In his current role, he is responsible for developing trade ideas and overseeing the implementation of tactical portfolio management across investment-grade portfolios. Felix also contributes to corporate credit research on Canadian companies in various market sectors. 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. | ||
| Movin Mokbel | Vice President | 2013 | 2014 |
| Biography | Movin Mokbel, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Fixed Income Team. Movin's focus is high-yield bond mandates, and analyzing corporate issuers across several high-yield bond sectors and in the leveraged loan market. 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. | ||
| Dan Cooper | Portfolio Manager | 2013 | 2014 |
| 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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