Marc McGovern

Mackenzie Asia employs a comprehensive investment model that features five interconnected components including: idea generation and research, security selection, strategic portfolio construction, regular portfolio monitoring, and a well-defined sell discipline. Securities are evaluated based on top-down macro trends, bottom-up company analysis, and both internal and external research and analysis. They attempt to manage accounts in adherence to defined benchmarks and targets, and fund portfolio managers operate within a well-defined framework to ensure an account stays true to its mandate. The firm conducts ongoing reviews of holdings combined with performance attribution and monitor securities for changes in fundamentals that they believe can trigger sell decisions.

Mackenzie Europe believes success in fundamental investing is achieved by identifying undervalued, under-appreciated companies with high and/or improving returns on invested capital and a sustainable competitive advantage. Securities are evaluated based on top-down macro trends, bottom-up company analysis, and both internal and external research and analysis. The firm offers various institutional strategies that are well diversified across asset classes, geographies and sectors, targeting a range of specific investment objectives.

Provides brokerage services