About Us

Our Story

Mackenzie Investments was founded in 1967 and is a leading diversified asset management solutions provider, headquartered in Toronto with additional investment teams in Boston, Dublin and Hong Kong. As part of IGM Financial Inc., a subsidiary of Power Financial Corporation with a history dating back to 1925, Mackenzie benefits from the financial stability of a deep corporate structure while maintaining a boutique investment management profile.

Our distinct and experienced investment teams offer both fundamental and quantitative approaches with expertise across traditional and non-traditional asset classes, including equities, alternatives, currency and multi-asset strategies.

We are committed to delivering strong investment performance and offering innovative, relevant solutions to our clients by drawing on the experience and unique perspectives gained over 40+ years in the institutional investment management business.

Mackenzie Investments has approximately $138B* in assets under management that includes institutional and sub-advised mandates that total $67B*.

*As of September 30, 2019

Our Organizational Structure

Strength and scale as part of the Power Corporation group of companies:

• Scale and cost-efficiency advantages through shared technology, back office and procurement
• Direct access to distribution, product capabilities and expertise
• Strong governance and oversight
• Financial strength and stability

Our Investment Teams

Mackenzie Investments is headquartered in Toronto with additional investment teams in Boston, Dublin and Hong Kong. Our investment management organization delivers its investment offerings through a boutique structure, with independent in-house investment teams that each have a distinct focus and investment approach. This boutique approach promotes diversification of styles and ideas, and provides Mackenzie with a breadth of capabilities.

Toronto
Mackenzie Investment’s distinct and experienced investment teams offer specialized solutions, across a breadth of strategies and capabilities. The teams are led by a Chief Investment Officer with 25 years of industry experience who possesses a broad, deep investment management background working with both retail and institutional investors globally. All investment teams are focused on executing a distinct investment process that seeks to deliver strong risk-adjusted returns.

Boston
Mackenzie’s Global Quantitative Equity team was formed in 2017 and is led by an industry veteran portfolio manager with over 25 years of investment experience working with sophisticated institutional clients. The team believes in a core approach to emerging markets using fundamental ideas in a disciplined, risk-aware, systematic investment process. The team's priority in executing the investment process is to remain nimble in seeking to generate alpha for clients.

Dublin
Mackenzie Investments Europe Limited (“MIEL”), an Irish Corporation and wholly owned subsidiary was established in 1993. MIEL is primarily responsible for managing international and European equity mandates, and is led by an industry veteran portfolio manager, Martin Fahey with over 30 years of experience managing international and European-focused strategies. The team manages large cap, mid cap and small cap strategies and has won multiple Lipper awards for its small cap and mid cap strategies over many years.

Hong Kong
Mackenzie’s Asian equity team was originally established in 2000. A new team was formed in July 2014, led by an industry veteran portfolio manager with over 25 years of experience in managing Asian and international equity portfolios for sophisticated global clients. Our disciplined investment process is underpinned by fundamental stock picking, efficient portfolio construction and comprehensive risk management. Our highly experienced team operates a flexible approach which is dedicated to producing alpha in diverse market conditions across the economic cycle. 

Mackenzie Investments Timeline

  1. 1925

    Power Corporation of Canada is founded

  2. 1926

    Investors Group Inc. is founded

  3. 1967

    Mackenzie Financial Corporation is founded

  4. 1975

    First institutional relationship established

  5. 1986

    Power Corp. acquires Investors Group

  6. 1993

    Investors Group establishes office in Dublin, Ireland

  7. 2000

    Investors Group establishes office in Hong Kong

  8. 2001

    Power Corp., through its ownership of Investors Group, acquires Mackenzie Financial Corporation to form IGM Financial Inc.

  9. 2004

    IGM Financial Inc. is created, one of Canada’s leading diversified wealth and asset management firms

  10. 2006

    Mackenzie Investments acquires Cundill Investment Research Ltd., including its institutional business

  11. 2008

    Mackenzie Investments acquires Howson Tattersall Investment Counsel, including its institutional business

  12. 2012

    Mackenzie Investments founds US entity in support of US and global institutional business expansion

  13. 2014

    Mackenzie Investments signs United Nations Principles for Responsible Investment (UNPRI)

  14. 2016

    Power Corporation and Mackenzie Investments acquire a combined interest in China Asset Management Co., a market-leading asset manager in China

  15. 2017

    The investment management functions of Investors Group and Mackenzie Investments join to form a single global investment management organization Mackenzie Investments establishes Boston Office and Global Quantitative Equity team

  16. 2019

    Irish and Hong Kong entities become subsidiaries of Mackenzie Financial Corporation and are renamed Mackenzie Investments Europe Limited (MIEL) and Mackenzie Investments Asia Limited (MIAL), respectively

  1. 1925

    Power Corporation of Canada is founded

  2. 1926

    Investors Group Inc. is founded

  3. 1967

    Mackenzie Financial Corporation is founded

  4. 1975

    First institutional relationship established

  5. 1986

    Power Corp. acquires Investors Group

  6. 1993

    Investors Group establishes office in Dublin, Ireland

  7. 2000

    Investors Group establishes office in Hong Kong

  8. 2001

    Power Corp., through its ownership of Investors Group, acquires Mackenzie Financial Corporation to form IGM Financial Inc.

  9. 2004

    IGM Financial Inc. is created, one of Canada’s leading diversified wealth and asset management firms

  10. 2006

    Mackenzie Investments acquires Cundill Investment Research Ltd., including its institutional business

  11. 2008

    Mackenzie Investments acquires Howson Tattersall Investment Counsel, including its institutional business

  12. 2012

    Mackenzie Investments founds US entity in support of US and global institutional business expansion

  13. 2014

    Mackenzie Investments signs United Nations Principles for Responsible Investment (UNPRI)

  14. 2016

    Power Corporation and Mackenzie Investments acquire a combined interest in China Asset Management Co., a market-leading asset manager in China

  15. 2017

    The investment management functions of Investors Group and Mackenzie Investments join to form a single global investment management organization Mackenzie Investments establishes Boston Office and Global Quantitative Equity team

  16. 2019

    Irish and Hong Kong entities become subsidiaries of Mackenzie Financial Corporation and are renamed Mackenzie Investments Europe Limited (MIEL) and Mackenzie Investments Asia Limited (MIAL), respectively