Mackenzie Bluewater Team

In relentless pursuit of a small number
of distinct companies

Our team

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Our insights

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Our funds

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Mackenzie Bluewater has created its own distinctive blueprint for success, designed to harness the consistent growth of a concentrated selection of dominant companies with few competitors. 

Durable growth

We invest in distinctive industry leaders with unique competitive advantages such as intellectual property or high barriers to entry that can protect them from competition and have the potential to drive durable, sustainable returns. 

Concentrated conviction

At Mackenzie Bluewater, we pursue a small number of great companies. Our extremely selective stock-picking process focuses on companies that are generating free cash flow, growing faster than the economy, and are less cyclical and capital intensive.

Macro mindset

We seek stable growth in a changing world. So at Mackenzie Bluewater, we take a broad-based, macro view of the global economy to uncover future investment opportunities and avoid areas with structural risk.

Meet our team

Dina DeGeer, MBA,CFA

Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Bluewater Team

“We curate a very small number of companies that you would hope to be able to own for long periods of time. Once a company is on our shortlist, it rarely leaves, and the main thing that pushes us in and out is valuations.”

Joined Bluewater in 1995; investment experience since 1985

  • For over 25 years, Dina has successfully led Mackenzie Bluewater Canadian Growth Fund, making her the longest tenured Canadian equity manager at Mackenzie.
  • Dina is the only Canadian ranked in the world’s top 30 female fund managers by Citywire, out of 1,725 managers worldwide.*

David Arpin, MA,CFA

Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Bluewater Team

“A lot of companies have great long-term track records, but that record is predicated on the environment continuing the way it has always been.”

Joined Bluewater in 2012; investment experience since 1995

  • For the past decade, David has led the team’s US and global mandates, including foreign exposure in the Canadian mandate.
  • David brings his training as an economist and over 20 years of experience as a portfolio manager specializing in US/global equities.

Shah Khan, MBA,CFA

Vice President, Portfolio Manager
Mackenzie Bluewater Team

Joined Bluewater in 2010; investment experience since 2010

  • Sector generalist specializing in Canadian equities
  • BSc degree in Biochemistry, MBA and CFA

Tyler Hewlett, CFA

Vice President, Portfolio Manager
Mackenzie Bluewater Team

Joined Bluewater in 2022; investment experience since 2001

  • Fifteen years at a leading investment firm as lead Portfolio Manager on a number of strategies focusing on North American equities.
  • BComm degree from Queen’s University 

Dave Taylor, CFA

Vice President, Portfolio Manager
Mackenzie Bluewater Team

Joined Bluewater in 2022; investment experience since 2003

  • Ten years at a leading investment firm as a Portfolio Manager on a number of strategies.
  • Worked in equity research for a tier one Canadian investment dealer, and at a high-net-worth investment boutique.
  • BA (Hons.) degree from the University of Western Ontario 

Our insights

A new kind of innovation

Tyler Hewlett and Dave Taylor explain what makes the Mackenzie Bluewater Next Gen Growth Fund different.

Insight Article

China at an economic crossroads: tailwinds become headwinds

Investors must adapt to China's evolving economy, as it embarks on a difficult transition to a new model of technology and innovation

Insight

Durable growth tailwinds

Energy transition and AI – investing in the enablers of secular change.

Insight

The Mackenzie Bluewater Team: Our approach towards responsible investing

Insight

Monthly Commentaries – Mackenzie Bluewater Team

Read the latest Mackenzie Bluewater Team commentaries to learn about their analysis of key market risks and opportunities.

Insight

Growth vs. value: Does it really matter?

Over the last decade, growth outperformed value. With the recent resurgence of value investing, should investors be looking to follow the market rotation or is there an alternative to this binary choice?

Insight

Market Insights: Recessions in the service age

As the global economy continues to evolve, will recessions become less likely or even non existent?


* Revealed: The top 30 female fund managers in the world, Citywire Alpha Female Report 2020

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