Mackenzie U.S. Small Cap Fund
leverages
Global Quantitative Equity Team's investment
strategy
TORONTO, Oct. 17,
2024 /CNW/ - Mackenzie Investments ("Mackenzie")
today announced the launch of the Mackenzie U.S. Small Cap Fund
(the "Fund"), providing investors with the opportunity to access
U.S. small cap equities within their portfolios through the
investment process of the Mackenzie Global Quantitative Equity Team
(the "GQE Team").
"Small capitalization stocks represent a large pool of
investment opportunities that often receive less attention than
their large- and mid-cap counterparts, even as they offer
significant growth potential and additional diversification for a
portfolio. We're pleased to offer the Mackenzie U.S. Small Cap Fund
as an entry opportunity for investors looking to add small cap
securities to their portfolio," said Kristi
Ashcroft, Executive Vice President, Products &
Solutions, Mackenzie Investments.
Actively managed by the Mackenzie Global Quantitative Equity
Team, the Fund focuses on companies with smaller market
capitalizations, and leverages the GQE Team's approach that
combines quantitative models with human insights to find investment
opportunities that others may miss. The GQE Team has been running a
similar strategy for institutional investors since February 2020.
"Large cap stocks have led the market in recent years and, as a
result, investor portfolios may be overweight this area of the
market. This fund is a great complement to portfolios that have had
a focus on U.S. large cap equities, and our experienced GQE Team's
quantitative investing methods are well suited to uncover the best
opportunities in the small cap space," concluded Ms. Ashcroft.
About Mackenzie Investments
Mackenzie Investments is a
leading investment management firm with $212.1 billion in assets under management as of
September 30, 2024. Mackenzie
provides investment solutions and related services to more than one
million retail and institutional clients through multiple
distribution channels. Founded in 1967, Mackenzie is a global asset
manager with offices across Canada
as well as in Boston, Dublin, London, Hong
Kong and Beijing. Mackenzie
is a member of IGM Financial Inc. (TSX: IGM), one of Canada's premier financial services companies
with approximately $264 billion in
total assets under management and advisement as of September 30, 2024. For more information,
visit mackenzieinvestments.com.
SOURCE Mackenzie Investments