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Value investing: Bargain-hunting is back in style
Richard Wong, Head of the Mackenzie Cundill Team, believes we are in a new economic cycle and explains why value investing can lead in a world that is returning back to normal.
Mackenzie Cundill Team
Realizing value by investing with experience, conviction and patience
Philosophy and process
The Mackenzie Cundill Team adheres to a disciplined value investing style. The Team seeks out-of-favour or otherwise undervalued stocks, with identifiable catalysts and aims to buy these companies at a discount to their assessed value. The team believes that this approach can generate competitive long term returns as these situations are re-priced in the market. Portfolios are diversified, yet focused on our best value ideas sourced from industries, sectors and countries around the world.
Portfolio Manager
Richard Wong, CFA
Senior Vice President, Investment Management, Portfolio Manager, Head of Team
Mackenzie Cundill Team
Investment experience since 1994
The Team is led by portfolio manager Richard Wong, who has extensive experience in fundamental equity analysis and portfolio construction.
Richard joined Mackenzie Investments in 2016 and has more than 25 years of investment experience. Prior to joining Mackenzie Investments, Richard was a Global Portfolio Manager at a Canadian institutional value investment firm with more than $5 billion in client assets. He started his career in the corporate and investment banking group of a major Canadian bank.
Richard has a B. Comm. (Finance) with honours from the University of British Columbia. He is a CFA charterholder.
Rami Nasser, MBA,CFA
Associate Portfolio Manager
Mackenzie Cundill Team
Investment experience since 2019
Rami’s career in the investment industry began in 2009. He joined Mackenzie in 2018 and was promoted to Associate Portfolio Manager in 2021. Prior to joining Mackenzie, Rami spent two years as an Investment Analyst at one of Canada’s leading high-net-worth investment management firms, where he covered US and Canadian equities. Rami also worked for two years as an Investment Analyst at one of Canada’s leading institutional investment management companies covering small cap Canadian equities. Rami started his investment career on the sell side as a Research Associate covering technology stocks.
Rami has an MBA and a Bachelor of Electrical Engineering from Dalhousie University. He is a CFA charterholder.
Insights
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