Leadership shuffle for Mackenzie’s Cundill team

Mackenzie Financial Corporation has announced that Jonathan Norwood and Richard Wong have joined Mackenzie Investments as vice-presidents and portfolio managers and will co-lead the Mackenzie Cundill team.

Norwood and Wong will manage Mackenzie Cundill Value Fund and Mackenzie Cundill Value Class and join the portfolio management team for Mackenzie Global Concentrated Equity Fund, Mackenzie Global Concentrated Equity Class and Mackenzie Global Diversified Equity Class.

As part of these changes, Norwood and Wong, along with William Aldridge, vice-president and portfolio manager, join the portfolio management team for Mackenzie Cundill Canadian Security Fund, Mackenzie Cundill Canadian Security Class, Mackenzie Canadian Concentrated Equity Fund and Mackenzie Cundill Canadian Balanced Fund. In addition, Norwood will manage Mackenzie Cundill US Class and Wong will join the portfolio management team for the portions of the Symmetry Portfolios managed by the Mackenzie Cundill team.

Mackenzie Investments is also announcing the following changes: Lawrence Chin, senior vice-president and co-lead of the Mackenzie Cundill team, will be leaving the firm to pursue a career opportunity outside of the mutual fund industry, effective April 30, 2016. Andrew Massie, senior vice-president and co-lead of the Mackenzie Cundill team, will be retiring effective August 31, 2016 after over 30 years in the mutual fund industry.

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