Andrew Knezy

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.

AIC is a global value manager. In general, the firm invests primarily in the stocks of companies in the finance, commercial services and retail sectors. AIC maintains a low turnover rate. AIC Trust Funds are open-ended value-oriented investments that are managed by AIC's portfolio management team and their sub-advisors that include Third Avenue Management, Ariel Investments, Loomis, Sayles & Company and Brookfield Redding. These funds are available through eight fund groups including AIC Advantage Group, AIC Diversified Group, AIC Focused Group, AIC Specialty Group, AIC Balanced Group, AIC Income Group, AIC Managed Solutions and Copernican. AIC Corporate Fund Inc. allows investors to switch between funds outside their RRSP without realizing taxable capital gains. AIC Corporate Fund Inc. is structured as a corporation rather than a mutual fund trust. It consists of share classes with similar value investment objectives to AIC's most popular trust funds from each of their fund groups. Taxes are deferred leaving more money in a portfolio and increasing the portfolio's growth potential. AIC's Value Leaders Portfolios are single-solution portfolios managed by highly reputable value investing managers. Five portfolios are offered to meet specific needs for investment time horizon, level of risk and financial goals of growth or income. The portfolios cover the entire risk spectrum and consist of broader asset classes with limited exposure to sector-specific mandates. Portfolios are diversified to spread risk through exposure to specialty asset classes including global real estate and infrastructure. AIC also offers a variety of closed-end fund products that are managed with the same value investment approach as all of their funds. These funds offer a fixed number of shares for sale. After the IPO, shares are bought and sold in the secondary market and the market price of the shares is determined by supply and demand rather than net asset value. Copernican Capital offers retail investment products. They mainly manage TSX-listed closed-end products marketed by Canadian broker/dealers. Copernican also manages open-ended mutual funds for AIC. AIC offers a full-line of segregated funds through their partnership with Transamerica Life Canada. These funds use the firm's regular trust funds as their underlying investment. All are managed with AIC's value investment philosophy.

Functions as a College/University