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Durable growth
We invest in distinctive industry leaders with unique competitive advantages such as intellectual property or high barriers to entry that can protect them from competition and have the potential to drive durable, sustainable returns.
Mackenzie Bluewater Team
In relentless pursuit of a small number
of distinct companies
of distinct companies
Mackenzie Bluewater has created its own distinctive blueprint for success, designed to harness the consistent growth of a concentrated selection of dominant companies with few competitors.
Meet our team
Joined Bluewater in 2012; investment experience since 1995
- For the past decade, David has led the team’s US and global mandates, including foreign exposure in the Canadian mandate.
- David brings his training as an economist and over 20 years of experience as a portfolio manager specializing in US/global equities.
Joined Bluewater in 2010; investment experience since 2010
- Sector generalist specializing in Canadian equities
- BSc degree in Biochemistry, MBA and CFA
Joined Bluewater in 2022; investment experience since 2001
- Fifteen years at a leading investment firm as lead Portfolio Manager on a number of strategies focusing on North American equities.
- BComm degree from Queen’s University
Joined Bluewater in 2022; investment experience since 2003
- Ten years at a leading investment firm as a Portfolio Manager on a number of strategies.
- Worked in equity research for a tier one Canadian investment dealer, and at a high-net-worth investment boutique.
- BA (Hons.) degree from the University of Western Ontario
Our insights
Our funds
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.