Active Equities Investments
Local Expertise, Global Impact
With investments across major markets, Active Equities (AE) brings unique fundamental insights to build a high-conviction, market-neutral portfolio focused on individual companies. Our portfolio optimization process minimizes unintended risks, ensuring that each investment reflects the depth of our proprietary research.
Representative Holdings
Our Investments
Our Partners
Our AE Teams
AE aims to outperform the market through selective investments in public and pre-IPO equities worldwide.
AE Security Selection
AE Security Selection team generates alpha by selectively investing in public and pre-IPO equities globally.
Team Leadership
Bill MacKenzie
Managing Director, Head of Security Selection
Toronto
Ian Archbold
Managing Director, Security Selection
Toronto
Tricia Connolly
Managing Director, Security Selection
Toronto
Clare Devlin
Managing Director, Active Ownership
Toronto
Aaron Duxbury
Managing Director, Security Selection
Toronto
James Fotheringham
Managing Director, Security Selection
London
Jason Kuo
Managing Director, Security Selection
Toronto
Guanglei Li
Managing Director, Security Selection
Hong Kong
Jeremy McLean
Managing Director, Security Selection
Toronto
Adriana Morrison
Managing Director, Active Ownership
Toronto
Henrik Olsson
Managing Director, Security Selection
London
Mike Rodgers
Managing Director, Security Selection
Toronto
Jonathan Yach
Managing Director, Security Selection
Toronto
Benny Yeung
Managing Director, Security Selection
Toronto
Hidenori Yui
Managing Director, Security Selection
Hong Kong
AE Global Best Ideas
Team Leadership
Pat Naccarato
Managing Director, Head of Global Best Ideas
London
Latin America
AE Latin America generates alpha by selectively investing in private and public Latin American equities.
Team Leadership
Portfolio Strategy
The Portfolio Strategy team supports AE in achieving its investment mandate through strategic portfolio management and risk oversight.
Team Leadership
William Chan
Managing Director, Portfolio Strategy
Toronto
Christina Mah Darcy
Managing Director, Business Management
Toronto
Raheel Janjua
Managing Director, Portfolio Strategy
Toronto
Hala Kosyura
Managing Director, Portfolio Strategy
Toronto
Adil Rizvi
Managing Director, Portfolio Strategy
Toronto
Portfolio Construction
The Portfolio Construction team supports AE in achieving its investment mandate through portfolio management, portfolio design, alpha capture, portfolio implementation, and fundamental forecasting.
Team Leadership
Eric Benner
Managing Director, Head of Portfolio Construction
Toronto
Rob Bosshard
Managing Director, Fundamental Forecasting
Toronto
Daryl Caldwell
Managing Director, Portfolio Construction
Toronto
Chris Coward
Managing Director, Portfolio Construction
New York
Brendon Freeman
Managing Director, Fundamental Forecasting
Toronto
Pedram Mahdavinezhad
Managing Director, Portfolio Construction
Toronto
Yixing Zhang
Managing Director, Fundamental Forecasting
Toronto
Investment Science
Investment Science’s mandate is to sharpen the Fund's investing edge, by strengthening existing advantages or by building new sources of competitive advantage. The team achieves this through increased use of data, and by applying advanced analytics to enhance investment decision-making and drive long-term value creation.
Bill Mackenzie
Managing Director, Head of Active Equities North America
Bill heads the team responsible for delivering alpha through active security selection of public, and soon to be public, equity investments in North America.
Prior to joining CPP Investments in 2010, Bill was a Director and Analyst in the Equity Research group at TD Securities. Previously, he worked at Ernst and Young in the Assurance Services and Corporate Finance groups.
Bill holds a BA in Economics from McGill University and an MBA from the Rotman School of Management at the University of Toronto. He is a Chartered Professional Accountant and a CFA Charterholder.
Holdings & Relationships Reports
We regularly issue holdings and relationships reports which disclose private equity relationships, and Canadian and foreign public equity and real estate holdings.
Learn more
Please enter valid email id