MACKENZIE INVESTMENTS

Overview

Mackenzie Investments operates as an institutional-focused manager with a hedge-fund classification and a clear tilt toward pooled-vehicle and institutional portfolio management. The firm combines traditional long/short or absolute-return fee mechanics — a mix of percentage-of-AUM and performance-based fees — with responsibilities as a CPO/CTA and sponsor/manager of pooled investment vehicles. Its advisory activities emphasize portfolio management for investment companies, pooled vehicles and institutional or business clients, which aligns with a client base dominated by large institutional relationships rather than retail households. ESG is identified as an active consideration, suggesting environmental, social or governance factors are incorporated into investment decision-making across public and private sleeves. The firm’s structure and business activities indicate an operator that runs both external private funds and internal pooled vehicles while maintaining broker-dealer, trust and insurance company affiliations that support multi-product distribution and custody arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices