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The Fund seeks for long-term capital growth consistent with protection of capital. The Fund invests the majority of its assets in equity securities of American companies although the Fund's investments are not limited geographically and the Fund will pursue investments in other international markets. The Fund may also purchase fixed income securities if appropriate in relation to economic and market conditions.
Name | Title | Since | Until |
---|---|---|---|
Robert McKee | Vice President | 2012 | Now |
Biography | Robert McKee, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. His principal research focus is on U.S. companies. Robert’s career in the investment industry began in 2007. He joined Mackenzie Investments in 2011. Before joining Mackenzie Investments, Robert worked as an Associate Analyst at a Canadian bank and, prior to that, he was with an investment banking firm. At both firms, he covered companies in the merchandising and consumer products area. | ||
Matt Moody | Associate Portfolio Manager | 2009 | Now |
Biography | Matt Moody, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. Matt is primarily responsible for researching and selecting European companies. Matt’s career in the investment industry began in 1999. He has been with Mackenzie Investments since 2005. Prior to joining Mackenzie Investments, Matt spent four years at a competitor firm in various investment research and analyst roles. Matt has a BBA from Acadia University and an International MBA from the Schulich School of Business at York University. He is also a CFA charterholder. | ||
Paul Musson | Senior Vice President | 2005 | Now |
Biography | Paul Musson, Senior Vice President, Investment Management, is Head of the Mackenzie Ivy Team. Paul’s career in the investment industry began in 1992. He has been with Mackenzie Investments since 2000. Prior to joining Mackenzie Investments, Paul worked within the corporate and investment banking arm of a large Canadian bank for four years in the institutional sales area, with a focus on international equities. Paul has a BComm (Finance) from Concordia University. He is also a CFA charterholder. | ||
Jerry Javasky | Other Executives | 2005 | 2009 |
Biography | Jerry Javasky is a Senior Vice President, Investments of Mackenzie Financial Corporation. His investment career spans over 20 years, including manager of underwriting for an international investment bank, a financial analyst for Wood Gundy and a Senior Portfolio Manager with United Financial Management. He joined Mackenzie in 1992 and played an important role in establishing the Ivy Funds. He holds an MBA degree from York University in Toronto. |
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