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Name | Title | Since | Until |
---|---|---|---|
Richard Y.C. Wong | Portfolio Manager | 2019 | 2020 |
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. | ||
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. | ||
Andrew Massie | Vice President | 2015 | 2016 |
Biography | Andrew Massie, Senior Vice President, Investment Management, is co-lead of the Mackenzie Cundill Team and specializes in global portfolio management. He has investment experience since 1993; Mackenzie Investments experience since 1998. Andrew was named the co-manager of Mackenzie Cundill Value Fund in 2004 and lead manager in November 2010. | ||
David Slater | Portfolio Manager | 2009 | 2015 |
Biography | David Slater joined Leith Wheeler in September 2015. Formerly, he was at Mackenzie Cundill where he worked for the past eight years most recently as Director of Research and Lead Portfolio Manager on several of Cundill’s strategies. Prior to Cundill, David spent six years with Belkorp Capital Management and three years with Toronto Dominion Asset Management. David completed his undergrad at UBC, his MBA at the Rotman School of Management (University of Toronto) and holds a Chartered Financial Analyst (CFA) designation. | ||
George Morgan | Senior Vice President | 2009 | 2009 |
Biography | Mr. Morgan is a Senior Vice President, Portfolio Manager. His global research responsibilities include industry coverage of the oil and gas sector. Before joining Templeton, Mr. Morgan was a Co-Portfolio Manager and Senior Analyst with Sun Life Investment Management, where he was responsible for international equities. | ||
Lawrence Chin | Other Executives | 2009 | 2009 |
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. | ||
F. Peter Cundill | CIO | 2003 | 2009 |
Biography | Peter Cundill is the CIO of The Cundill Division. His name has been synonymous with value investing for over 40 years. World renowned as a contrarian investor, Peter employs the highly successful Graham value methodology. He travels widely, visiting many countries and companies in search of the world's best value opportunities. While carefully incorporating a margin of safety, Peter has become an acknowledged leader in special situations investing. Holding the designations of both CA and CFA. |
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