The Mackenzie Global Equity & Income Team seeks to invest in global companies with business models that can grow sustainably to generate reliable long-term returns. They believe that compounding wealth and achieving attractive risk-adjusted returns requires a diversified portfolio of high-quality businesses—primarily those with predictable economics, that can sustain a ROIC well in excess of their cost of capital and are leaders within their industries.
The strategy aims to capture growth while managing risk in various market environments. By combining the stability of high-quality cash flow generative businesses with the potential for capital gains, the team aims to smooth performance over the course of market cycles. The approach to stock selection involves bottom-up fundamental analysis including an examination of the company’s financial position, revenue growth, profitability, the competitive landscape and management.
The team builds well-diversified core portfolios that aim for broad exposure across countries, sectors, industries and investment styles. They focus primarily on advanced markets, including the United States, Europe and developed Asia, to access a diverse range of companies across all sectors.
The Global Equity & Income Team has maintained a watchlist of nearly 400 companies for over 15 years, carefully selecting those that meet their stringent criteria. The team consists of seasoned industry veterans whose shared commitment, combined with collective experience, enables the team to deliver long-term value and consistency for investors.
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