- Investment team Co-Lead Dina DeGeer to retire in
September 2024
- Shah Khan, a 14-year veteran of the Bluewater team and Ms. DeGeer's protégé, to be
promoted to Senior Vice-President and Co-Lead
- Bluewater Co-Lead David Arpin will continue in his role as
Strategist and Portfolio Manager across strategies
TORONTO, July 10,
2024 /CNW/ - Mackenzie Investments ("Mackenzie")
today announced the succession plan for Dina DeGeer, Senior Vice-President, Portfolio
Manager and Co-Lead of the Mackenzie Bluewater Team ("Bluewater
Team" or "Bluewater").
After more than 24 years of successfully leading the Bluewater
Team Ms. DeGeer, a trailblazer in the Canadian investment
management industry, will be retiring in September 2024.
Over the next few months, Ms. DeGeer will transition her
responsibilities to her colleague and protégé, Shah Khan,
Vice-President and Portfolio Manager. Mr. Khan is a 14-year
Bluewater veteran who exemplifies
the Bluewater investment approach
and has been a key contributor to its longstanding success. Mr.
Khan will be promoted to Senior Vice-President, Portfolio Manager
and Co-Lead, Bluewater.
David Arpin, Senior
Vice-President, Portfolio Manager and Co-Lead, Bluewater, will continue in his role as
Strategist and Portfolio Manager across Bluewater strategies. Mr. Arpin possesses
30 years of investment management experience, including 12 years
spent working with Ms. DeGeer. The Bluewater team is further bolstered by the
expertise of Vice-Presidents and Portfolio Managers Tyler Hewlett and Dave
Taylor who will also continue with the team in their current
roles.
"The Bluewater Team has been like a second family to me for such
a long time and I'm confident that, under David and Shah's combined
leadership, they'll continue to champion our unique Bluewater investment approach to deliver
strong results for investors who put their trust in us," said Ms.
DeGeer. "We have prepared for this moment and I look forward to
working closely with Shah over the next few months to ensure a
seamless transition."
"I'm grateful for this opportunity and want to thank both Dina
and David for all their support and guidance during my time with
Bluewater," said Mr. Khan. "Under
Dina's leadership, Bluewater has
built a formidable reputation backed by an enviable track record.
I'm so thankful for her mentorship and to continue Bluewater's proven approach."
As of September 1, 2024, Ms.
DeGeer will no longer serve as one of the Portfolio Managers on the
following Bluewater funds:
- Mackenzie Bluewater Canadian Growth Balanced Fund
- Mackenzie Bluewater Global Growth Balanced Fund
- Mackenzie Bluewater US Growth Fund
- Mackenzie Bluewater Canadian Growth Fund
- Mackenzie Bluewater Global Growth Fund
- Mackenzie Bluewater North American Equity Fund
- Mackenzie Bluewater North American Balanced Fund
- Mackenzie Bluewater Next Gen Growth Fund
"On behalf of Mackenzie I'd like to congratulate and thank Dina
for her many contributions to the growth and success of our firm,"
said Lesley Marks, Chief Investment
Officer, Equities, Mackenzie. "Those of us who have had the
opportunity to work alongside Dina have greatly benefitted from her
insights, expertise and experience. Her dedication to the long-term
view and her ability to see the big picture have been critical
to Bluewater's success in providing investors with a smooth
investment journey and superior risk-adjusted performance over
time. I look forward to continuing to work with David and Shah to
build on this impressive track record."
About Mackenzie Investments
Mackenzie Investments is a
leading investment management firm with $202.1 billion in assets under management as of
June 30, 2024. Mackenzie
provides investment solutions and related services to more than one
million retail and institutional clients through multiple
distribution channels. Founded in 1967, Mackenzie is a global asset
manager with offices across Canada
as well as in Boston, Dublin, London, Hong
Kong and Beijing. Mackenzie
is a member of IGM Financial Inc. (TSX: IGM), one of Canada's premier financial services companies
with approximately $252 billion in
total assets under management and advisement as of June 30, 2024. For more information,
visit mackenzieinvestments.com.
SOURCE Mackenzie Investments