Mackenzie Asia Team

Identifying companies that combine credible management, a solid business strategy and strong governance

Philosophy and process

The Mackenzie Asia Team believes success in fundamental investing is achieved by identifying undervalued, under-appreciated companies with a sustainable competitive advantage. Our primary skill is in identifying companies that combine credible management, a solid business strategy and strong governance – and trade at valuations that create the potential to produce superior investment returns for investors.    

Portfolio Managers

Nick Scott

Senior Vice President, Portfolio Manager
Mackenzie Asia Team

Investment experience since 1987

Nick Scott, Senior Vice President, Investment Management, is a Portfolio Manager and Head of the on the Mackenzie Asia Team for the Mackenzie Global Small-Mid Cap Fund. He brings more than 25 years of capital markets experience to his role as Head of Asian Equities.

Before joining the firm in 2014, Nick was Chief Investment Officer - Asia Pacific Equities at a major asset manager in Hong Kong. He has also worked at a Canadian bank and several other asset managers globally, where he held progressively senior/executive roles.

Nick has a Bachelor of Arts degree in International Business and Finance from the University of Westminster (U.K.) and is an Associate of the Institute of Investment Management and Research.

Ryoichi Hayashi, B.E.,M.A.,CFA

AVP, Portfolio Manager
Mackenzie Asia Team

Ryoichi Hayashi brings over 14 years of experience in the investment management industry to Mackenzie and is located in our Hong Kong office. Ryoichi is a co-portfolio manager on the International Small Cap team where he focuses on Asian equities.

Prior to joining Mackenzie in 2018, Ryoichi worked in the Abu Dhabi Investment Authority as a research analyst and focused on the Japanese consumer staples and materials sectors. Ryoichi started his career at BlackRock first in Japan and later in Hong Kong, where he worked as a research analyst on the Japanese fundamental investment team, a portfolio manager on the quantitative investment team, and finally as a portfolio manager on the Pan-Asia fundamental investment team.

Ryoichi earned his Bachelor of Engineering in Operations Research from Keio University in Japan, and Master of Arts in International Relations and Economics from Syracuse University in the United States. Ryoichi is fluent in Japanese, English and Mandarin. He is a CFA Charterholder.

Insights

Insight

Opportunities in Asia Pacific, Part 1: China’s ambitious energy policy & roadmap

China has announced an ambitious energy policy to transform the country to net zero carbon emissions by 2060, a huge step forward in meeting global climate change goals.

Insight

Opportunities in Asia Pacific, Part 2: Electric vehicles

China boasts the world’s largest automotive market. China’s policy will become an important catalyst to accelerate a global migration toward EV usage.

Insight

Opportunities in Asia Pacific, Part 3: Clean energy

China’s energy mix must undergo a drastic shift away from coal-fired power generation towards renewables and nuclear in order to achieve carbon neutrality by 2060.

Insight

Opportunities in Asia Pacific, Part 4: Materials

Over the last 200 years, the world has used coal and oil to generate power, facilitating urbanization and motorization. China’s decision to reduce its reliance on fossil fuels has profound implications for raw materials.

Insight

Why you need global small and mid caps in your portfolio

Canadian investors often feel more comfortable investing in large, stable and established Canadian companies. However, this can have a negative impact on your portfolio’s return potential and bring a lack of diversification.

     

The Mackenzie Asia team manages the Asian equity investment sleeve of the Global Small-Mid Cap Fund   

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.

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