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Mackenzie North American Equity & Income Team

As one of Canada's largest investment boutiques specializing in Canadian equities, the Mackenzie North American Equity & Income Team brings deep market knowledge and leverages decades of experience to capture opportunities in the Canadian publicly investible universe.

Philosophy & approach

 

The Mackenzie North American Equity & Income Team's investment philosophy is built on a foundation of patience. Their approach is rooted in a fundamental approach that aims to generate long-term capital appreciation, with a portfolio that is constructed with the intention of being resilient over multiple economic cycles and market environments.

Their Canadian equity strategies are diversified by sector and market capitalization, backed by a rigorous time-tested investment process and a strong risk management framework. They seek to enhance returns while mitigating risk, to outperform across full market cycles.

Investment strategies

  • Canadian All Cap
  • Canadian Small Cap



Investment team

Mackenzie North American Equity & Income Team’s disciplined investment approach is supported by extensive research, fundamental analysis and active engagement with company management.

  • William Aldridge, MBA, CFA

    William Aldridge, MBA, CFA

    Senior Vice President, Portfolio Manager, Team Co-Lead
  • Patricia Nesbitt, CFA

    Patricia Nesbitt, CFA

    Senior Vice President, Portfolio Manager, Team Co-Lead

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