Sarah Khoo

Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers.

Beutel Goodman aims to deliver superior risk-adjusted portfolio performance to their clients over the long-term. They pursue this through the ownership of debt and equity positions in high-quality companies. The firm employs a fundamental bottom-up value investment philosophy, which is grounded in a highly disciplined proprietary research process, with a focus on capital preservation, absolute risk reduction and downside protection in declining markets.

Functions as a College/University

Functions as a College/University

MIML’s expertise covers a full range of asset classes including equity, fixed income and alternative investments. The firm offers a broad range of investment strategies with differentiated investment processes driven by fundamental research. Their equity strategies span Canadian, US, Global/International, Asian and European regions and include a range of market-caps and investment styles. MIML’s fixed income process utilizes multiple sources of alpha supported by a fundamental, research-driven investment approach. The firm offers alternative investment strategies that focus on timber, agriculture, real estate, private equity & mezzanine, oil and gas, private placement debt, and commercial mortgage loans. Their offerings also include liability-driven investments, balanced and asset allocation strategies.