MACKENZIE FINANCIAL Overview

Mackenzie Financial Corp is an investment advisor that manages 61.5 BN dollars in regulatory AUM and has 909 employees, of which 79 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 16BN in positions, representing 26% of the manager's regulatory AUM.

MACKENZIE FINANCIAL StockAlpha

-4.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MACKENZIE FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TD 2.48% Financials 8.39% -0.15% 5 6%
BAM 2.39% Financials -7.14% -0.55% 8 6%
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FEATURED IN
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MACKENZIE FINANCIAL Founders and Key Employees

Name Title In Position Since
Robert E. Lord Director October-2002
Mary L. Turner Director October-2002
Paul G. Oliver Director February-2006
Karen L. Gavan Director May-2007
Brian M. Flood Director November-2009
Theodoros Rountes Vice-President, Fund Services And Chief Financial Officer, Funds February-2012
Tony H. Elavia Executive Vice-President And Chief Investment Officer March-2012
Brent H. Moore Vice-President And Chief Compliance Officer June-2013
Jeffrey R. Carney Director, Chairman, President And Chief Executive Officer May-2013
Joseph L. Gould Senior Vice-President, Finance And Chief Financial Officer October-2013
Donald J. Macdonald Senior Vice-President, General Counsel And Secretary November-2014
Michael W. Schnitman Senior Vice-President, Product June-2014
Brian J. Gooding Executive Vice President And Head Of Distribution February-2014
Susan M. Mcvey Senior Vice President, Marketing June-2014
David W. Mccullum Executive Vice-President, Client Services Operations January-2012
Allan M. Warren Senior Vice-President, Fund Services April-2012

MACKENZIE FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro

MACKENZIE FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Investment Strategies
Securities investments are subject to a variety of risks. These risks may cause you to lose money on your
investments. You should be prepared to bear the risk of loss associated with your chosen investment strategy.

While Mackenzie seeks to manage Accounts so that risks are appropriate to the return potential for the strategy, it is often not possible or desirable to fully mitigate risks. Any investment includes the risk of loss and there can be no guarantee that a particular level of return will be achieved. Clients should understand that they could lose some or all of their investment and should be prepared to bear the risk of such potential losses. Clients should be aware that while Mackenzie does not limit its advice to particular types of investments, mandates may be limited to certain types of securities (e.g., equities) and may not be diversified. T...
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MACKENZIE FINANCIAL Portfolio Concentration

MACKENZIE FINANCIAL Location

180 QUEEN STREET WEST
TORONTO, ONTARIO, CANADA, M5V 3K1

MACKENZIE FINANCIAL Contact Information

Phone Number: 416-967-2188
Fax Number: 416-922-7062
Website:

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