We think beyond products. Our consultative approach allows us to develop customized and innovative solutions for clients, delivering an exceptional level of personalized service.
Our firm's autonomous boutique structure allows each investment team to have their expertise and views fully reflected in their portfolios, identifying and encouraging each team’s performance edge.
Our firm benefits from the financial stability of a global diversified management and holding company, while maintaining an entrepreneurial culture and independent thinking.
Our annual Orange Book, which includes key economic data and long-term capital market assumptions from Mackenzie’s Multi-Asset Strategy Team.
In this paper, we discuss how Mackenzie’s Global Quantitative Equity team employs fundamental ideas through a disciplined, risk-aware investment approach to generate alpha within emerging markets.
We seek to provide long-term capital appreciation by applying a quantitative, bottom-up stock selection investment process, based on fundamental insights, to a broad emerging market universe.
Sagard China implements a long-term, fundamentals-based strategy focused on China’s public equity markets. Sagard China’s focus is on business sustainability over the long term. Sagard China believes its edge is its private-equity approach to public markets investing: long-term time horizon, concentrated portfolio, forensic due diligence, and emphasis on corporate citizenship and good governance.