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Mackenzie North American Equity & Income Team
Philosophy and process
The North American Equity & Income Team invests in what they identify as the best value opportunities across North America. The team believes that investing in companies with quality characteristics provides a better opportunity to close the value gap while limiting potential downside risk. The team’s experience lies in the ability to tactically allocate across the market cap spectrum to potentially realize value from the best opportunities in the marketplace. The team applies a disciplined, bottom-up investment approach that focuses on the price they pay for a security, weighed against the relative risks to the portfolio for including that security. The team looks for companies that are diligent capital allocators with potential to generate sustainable cash flows. The team believes in constructing well-diversified portfolios that have balanced exposures to different industries and sectors.
Portfolio Managers
William Aldridge, MBA,CFA
Investment experience since 2002
Joined Mackenzie in 2008; investment experience since 2002.
- Lead portfolio manager of Mackenzie Canadian Equity Fund since 2014.
- Joined Howson Tattersall Investment Counsel in 2006, which became part of Mackenzie Investments in 2008.
- Began his career in 2002 on the equity research team at a Canadian Investment bank.
- BSc from the University of British Columbia; MBA from the Richard Ivey School of Business.
Patricia Nesbitt, CFA
Investment experience since 1987
Joined Mackenzie in 2021; investment experience since 1987.
- Lead portfolio manager for the Canadian All Cap Growth equity strategy, a $6.5-billion institutional mandate.
- For 30 years, led the Canadian All Cap Growth equity strategy at GLC Asset Management, which was acquired by Mackenzie in 2021.
- Past president of the Winnipeg Society of Financial Analysts, recipient of Canada’s Top 100 Most Powerful Women award.
- Honours BComm in Finance from the University of Manitoba.