Erik Sjoberg

Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers.

GWLIM is GLC’s top-down, all-cap investment management division. GWLIM’s management style blends top-down macro-analysis with bottom-up fundamental stock research. They identifies industry risks, competitive opportunities and macro trends to influence sector allocations, while fundamental research identifies companies positioned to outperform in the current market cycle. Their equity portfolio strategies include: Canadian All Cap Growth Equity, Canadian Focused Dividend, Canadian Resources, Mid-Cap Canadian Equity, SRI Canadian Equity, and US Dividend.

Functions as a College/University

GLC employs a combination of top-down macro-level analysis with fundamental bottom-up stock analysis. They seek to identify industry risks, competitive opportunities and macro trends to influence sector allocations. This top-down view is augmented by a disciplined and thorough fundamental due diligence process to identify companies that are positioned to outperform. Within well-defined risk parameters, the firm seeks out companies across the market-cap spectrum and will take meaningful positions in specific companies when opportunities present themselves.