Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
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Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
The Case for Value: A Deep Dive into Mackenzie US Value Fund
The Invested
26 minutes 38 seconds
5 months ago
The Case for Value: A Deep Dive into Mackenzie US Value Fund
In this episode, Caroline Edwards, Senior Client Portfolio Manager at Putnam Investments, offers a comprehensive overview of the newly launched Mackenzie US Value Fund. She explains the fund’s investment philosophy, which centers on a relative value approach to stock selection and details the team’s bottom-up idea generation process – an approach that combines fundamental and qualitative research to build a well-diversified and resilient opportunity set. Caroline also explains how the fund serves as a strong complement to the Mackenzie US All Cap Growth Fund, a strategy that Putnam has successfully managed for Mackenzie for over a decade.
This episode was recorded on May 16, 2025.
The Invested
Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
