James Morrison on His Career and Ivy’s Approach to Canada

In this episode, host Matt Schnurr joins Mackenzie's James Morrison, VP and Lead Portfolio Manager of the Ivy Canadian Team.  

He shares his investment career inspired by his upbringing in Alberta, how he approaches investing in Canada using the Ivy Philosophy and its effect on the portfolio, and the future of the Ivy team upon Paul Musson’s retirement. 

 

Learn by Key Topics: 

(0:55) James’s Upbringing in the Heart of the Rocky Mountains 

(3:10) His Early Career & Mackenzie Investments 

(6:35) Ivy Investment Style & Investing in Canada 

(9:38) What He Looks for When Discovering Companies 

(12:47) Corporate Culture Within the Canadian Landscape 

(14:26) Incorporating Energy Within the Portfolio 

(17:35) How Macro Economy Affects the Portfolio 

(19:35) Retirement of Paul Musson & the Future of the Team 

 

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com