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Mackenzie Cundill Value Fund - A (0P00007085)
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15.722
+0.020
+0.10%
- Morningstar Rating:
- Total Assets: 857.84M
Mackenzie Cundill Value Fund - A
15.722
+0.020
+0.10%
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0P00007085 Overview
On this page you'll find an in-depth profile of Mackenzie Cundill Value Fund - A. Learn about the key management, total assets, investment strategy and contact information of 0P00007085 among other information.
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 |
|---|---|---|---|
| Richard Y.C. Wong | Portfolio Manager | 2016 | Now |
| 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 | 2004 | 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. | ||
| Lawrence Chin | Other Executives | 2013 | 2016 |
| 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. | ||
| Ratul Kapur | Portfolio Manager | 2014 | 2016 |
| Biography | Ratul is President and CIO. He joined Scheer Rowlett in 2017 and has coverage of the Financial, Communications and Healthcare sectors. Prior to joining Scheer Rowlett, Ratul was a Portfolio Manager with Mackenzie Cundill Investment Management, a value investment firm. Ratul received a Bachelor of Business Studies (Finance) from the University of Delhi, India, an MBA (Finance) from Simon Fraser University and is a CFA charterholder. | ||
| David Slater | Portfolio Manager | 2014 | 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. | ||
| David Tiley | Portfolio Manager | 2010 | 2012 |
| Biography | David Tiley joined the Cundill team in 2001 and has more than 11 years of industry experience. David specializes in identifying deep value investment opportunities in Europe. In August 2007, he was named lead manager of Mackenzie Cundill Global Balanced Fund and Mackenzie Cundill Global Dividend Fund. David graduated from Griffith University with a BA in Asian Studies (1991), a BA from Carleton University (1993), and a MA from the Institute of Political Economy at Carleton University (1997). | ||
| Jim Thompson | Portfolio Manager | 2009 | 2010 |
| Biography | Jim Thompson joined the Cundill team in February 2009. Before joining Cundill, Jim was VP of Southeastern Asset Management, Memphis and London, England from 1996 to 2007. From 1994 to 1995 Jim was VP at Salem Investment Counselors; 1991 to 1993 Director of Research at Wilmington Capital Management; and from 1987 to 1990 Senior Analyst at Wachovia Bank and Trust Co. Jim has a BA from the University of North Carolina, MBA from the University of Virginia and is CFA chartered holder. | ||
| F. Peter Cundill | CIO | 1974 | 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. | ||
| David Briggs | Other Executives | 1998 | 2007 |
| Biography | David has more than 17 years of investment industry experience joining Peter Cundill & Associates (Bermuda) Ltd in 1996. Presently, David is a Portfolio Manager and co-manager of the Mackenzie Cundill Value Fund, specializing in researching Japanese value situations. He is also one of four managers on the Mackenzie Select Managers International Capital Class Fund since its inception in October of 2000. David graduated from the University of Toronto in 1987 with a B.A. in Economics and is a CFA charterholder (1993). | ||
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