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Mackenzie U.S. Small Cap Fund leverages Global Quantitative Equity Team's investment strategy
TORONTO, ON – October 17, 2024 – Mackenzie Investments (“Mackenzie”) today announced the launch of the Mackenzie U.S. Small Cap Fund (the “Fund”), providing investors with the opportunity to access U.S. small cap equities within their portfolios through the investment process of the Mackenzie Global Quantitative Equity Team (the “GQE Team”).
“Small capitalization stocks represent a large pool of investment opportunities that often receive less attention than their large- and mid-cap counterparts, even as they offer significant growth potential and additional diversification for a portfolio. We’re pleased to offer the Mackenzie U.S. Small Cap Fund as an entry opportunity for investors looking to add small cap securities to their portfolio,” said Kristi Ashcroft, Executive Vice President, Products & Solutions, Mackenzie Investments.
Actively managed by the Mackenzie Global Quantitative Equity Team, the Fund focuses on companies with smaller market capitalizations, and leverages the GQE Team’s approach that combines quantitative models with human insights to find investment opportunities that others may miss. The GQE Team has been running a similar strategy for institutional investors since February 2020.
“Large cap stocks have led the market in recent years and, as a result, investor portfolios may be overweight this area of the market. This fund is a great complement to portfolios that have had a focus on U.S. large cap equities, and our experienced GQE Team’s quantitative investing methods are well suited to uncover the best opportunities in the small cap space,” concluded Ms. Ashcroft.