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Mackenzie Cundill Us Class - A (0P000072E3)

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Mackenzie Cundill US Class - A historical data, for real-time data please try another search
14.621 -0.070    -0.50%
07/02 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 23.05M
Mackenzie Cundill US Class - A 14.621 -0.070 -0.50%

0P000072E3 Overview

 
On this page you'll find an in-depth profile of Mackenzie Cundill Us Class - A. Learn about the key management, total assets, investment strategy and contact information of 0P000072E3 among other information.
Category

US Equity

Total Assets

23.05M

Expenses

Inception Date

May 26, 2003

Contact Information

Address 180 Queen Street West
Toronto,ON M5V 3K1
Canada
Phone 416-922-5322
Fax 416-922-5660

Top Executives

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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