Boutique mindset,
backed by a Powerhouse

Our Approach

Our firm’s optimal size and nimbleness allows us to provide customized solutions, through a boutique structure and investment philosophy, while benefiting from the financial stability of a leading global diversified management and holding company.

Customized Solutions

We think beyond products. Our consultative approach allows us to develop customized and innovative solutions for clients, delivering an exceptional level of personalized service.

Boutique Structure & Distinct Investment Philosophies

Our firm's autonomous boutique structure allows each investment team to have their expertise and views fully reflected in their portfolios, identifying and encouraging each team’s performance edge. 

Backed by the Strength of a Powerhouse

Our firm benefits from the financial stability of a global diversified management and holding company, while maintaining an entrepreneurial culture and independent thinking.

Featured Insights

A Quantitative Approach to Emerging Markets Equity

In this paper, we discuss how Mackenzie’s Global Quantitative Equity team employs fundamental ideas through a disciplined, risk-aware investment approach to generate alpha within emerging markets.

The Case for Chinese Public Equity

In this paper, we discuss China’s long-term contribution to global GDP growth and why China A is one of the keys to an efficient portfolio.

Featured Strategies

Emerging Markets All Cap Equity

We seek to provide long-term capital appreciation by applying a quantitative, bottom-up stock selection investment process, based on fundamental insights, to a broad emerging market universe.

Sagard China

Sagard China implements a long-term, fundamentals-based strategy focused on China’s public equity markets. Sagard China’s focus is on business sustainability over the long term. Sagard China believes its edge is its private-equity approach to public markets investing: long-term time horizon, concentrated portfolio, forensic due diligence, and emphasis on corporate citizenship and good governance.