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The Fund seeks to generate current income. The Fund invests primarily in floating rate debt obligations and other floating rate debt instruments of issuers located anywhere in the world. The Fund may invest in floating rate debt instruments of issuers rated below investment grade, which are those with a credit rating of below “BBB-” as rated by a recognized credit rating organization.
Name | Title | Since | Until |
---|---|---|---|
Steven Locke | Senior Vice President | 2013 | Now |
Biography | Steve’s career in the investment industry began in 1995. He joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Steve’s work experience included five years managing insurance, pension, and retail segregated fund portfolios in Canada, as well as several years as a Credit Analyst and Bond Trader. Steve has a BA from York University and an MBA from the Schulich School of Business. He is also a CFA charterholder. | ||
Felix Wong | Director of Fixed Income Operations and Portfolio Compliance | 2013 | Now |
Biography | Felix’s career in the investment industry began in 1988. He joined Howson Tattersall Investment Counsel in 1999, and the company became part of Mackenzie Investments in 2008. His previous roles included serving as Assistant Vice President of credit at a large international bank, where he analyzed corporate lending transactions to Canadian corporations, as well as acting as a Research Analyst covering Asian-Pacific industries and companies. Felix has BSc and MBA degrees from the University of Toronto. He is also a CFA charterholder. | ||
Movin Mokbel | Vice President | 2013 | Now |
Biography | Movin’s career in the investment industry began in 2000, and he joined the Mackenzie Fixed Income Team in 2012. His previous experience includes roles as a High-Yield Analyst and deal-structuring investment banker. Movin received a BSc from York University, as well as an MBA from the University of Toronto. He is also a CFA charterholder. | ||
Daniel Cooper | Portfolio Manager | 2013 | Now |
Biography | Dan Cooper, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Fixed Income Team. Dan joined Mackenzie Investments in 1997, working in various non-investment related capacities before joining the Mackenzie Fixed Income Team as a High-Yield Analyst in 2006. Dan has a Bachelor of Administrative Studies degree from York University, and he is a CFA charterholder. |
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