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The group leverages fundamental insights from internal subject matter experts who identify mispriced securities across targeted domains of the equity market, which are used to create a market-neutral portfolio of high-conviction investments.

Our Team

The North America team is comprised of experienced professionals with offices in Toronto and New York. Here is a listing of all our senior team members, categorized and searchable by city.
Toronto
New York

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.

Sean Cheah

Managing Director, Active Equities North America

Sean leads the group’s investments in Food, Beverage & Household domain within North America. Previously, Sean was a Managing Director in the Relationship Investments group, where he focused on large minority positions in public companies, with a focus on the consumer and media & telecom sectors.

Prior to joining CPP Investments, Sean worked in the Investment Banking departments of TD Securities and Genuity Capital Markets (now Canaccord Genuity).

Sean holds a B. Comm (Hons) from Queen’s University in Kingston, Ont., and is a CFA Charterholder.

He currently serves on the Board of Premium Brands Holdings, a leading producer of specialty food products in North America.

Aaron Duxbury

Managing Director, Active Equities North America

Aaron leads the team focused on investments in the North American Industrials sector, including names in the Transportation & Logistics, Building & Construction and Factory Floor & Automation domains.

He has 19 years of experience in public equities. Prior to joining CPP Investments in 2011, he worked at Fiera Capital, focusing on Canadian large capitalization stocks. He also worked at National Bank Financial for seven years in Equity Research.

Aaron holds a BComm from the Desautels Faculty of Management at McGill University and is a CFA Charterholder.

Kevin Godwin

Managing Director, Active Equities North America

Kevin leads coverage of the automotive and non-regulated electricity value chains in North America. Prior to 2022, Kevin was Managing Director, Relationship Investments and led that team’s industrial, tech and energy industries coverage. Over his long career, he has led investments covering most sectors of the economy and has significant board experience.

Prior to joining CPP Investments in 2008, Kevin was a private equity professional for eleven years at Birch Hill Equity Partners and TD Capital Group. He started his financial career in the Investment Banking division of TD Securities in Toronto. Early in his career, Kevin practiced engineering in a number of industrial businesses.

Kevin holds a BSc (Hons) in Applied Science from Queen’s University in Kingston, Ont., an MBA from the Ivey Business School at Western University, an ICD.D from the Institute of Corporate Directors and was a Professional Engineer.

Ruby Grewal

Managing Director, Active Equities North America

Ruby is responsible for North American public equity investments focused on the Future of Retail investment strategy. Ruby will be leading proprietary fundamental research into the Retail strategy and investing in companies expected to benefit.

Prior to joining CPP Investments in 2015, Ruby worked for  Hansberger Global Investors (a subsidiary of Natixis Asset Management) as Vice President, Research. At Hansberger Ruby was responsible for fundamental research, covering several global sectors including Telecom, Media, Consumer Discretionary & Staples, and Real Estate.

Ruby holds an Honours Bachelor of Commerce degree from the Rotman School of Management, University of Toronto.

Moritz Krautkrämer

Managing Director, Active Equities North America

Moritz leads the Financial Data & Innovation domain within Active Equities North America. He previously led the industry coverage of the Financials and Business Services sectors in North America for Relationship Investments.

Prior to joining CPP Investments in 2010, Moritz worked in the Communication, Media and Technology Investment Banking group at Scotiabank.

Moritz holds a BComm from the Sauder School of Business at the University of British Columbia and is a Leslie Wong Fellow of the UBC Portfolio Management Foundation.

He currently serves on the board of ORPEA S.A., a leading global provider of long-term care.

Jason Kuo

Managing Director, Active Equities North America

Jason is responsible for North American public equity investments in the Consumer sector.  His focus is on companies who benefit from long term structural shifts in consumer spend.

Jason has been focused on the consumer sector since joining CPP Investments. Prior to joining CPP Investments in 2005, Jason worked for Ernst & Young in Assurance and Advisory with a focus on the financial sector.

Jason holds a BA and an Masters of Accounting from the University of Waterloo and is both a CPA and a CFA Charterholder.

Mike Rodgers

Managing Director, Active Equities North America

Mike leads the AE North America Financial Services & Payments and Media & Communications domains. Prior to joining the fundamental investing team in 2010, Mike helped establish our quantitative stock selection investment program.

Prior to joining CPP Investments in 2005, Mike was a Senior Portfolio Manager at Vestcor (formerly NB Investment Management Corporation) and was a Senior Quantitative Analyst at Investors Group Investment Management.

Mike holds a BBA (Economics) from the University of New Brunswick and an MA  (Economics) from Simon Fraser University. He is a CFA Charterholder.

Nadeem Janmohamed

Managing Director, Active Equities North America

Nadeem leads the Technology investment domain, which spans public and pre-IPO equity investments in software, cloud, semiconductors, IT hardware and electronic systems.

Prior to joining CPP Investments in 2012, Nadeem worked in the hedge fund industry for six years researching and managing public equity investments in global Technology. He was previously an Equity Research Analyst covering the Semiconductor and Wireless Communications industries at Lehman Brothers. Nadeem began his career in Silicon Valley as a semiconductor chip design engineer.

Nadeem holds a BS in Electrical Engineering from the University of Waterloo and an MS in Electrical Engineering from Columbia University.

Our Active Equity Holdings

We are invested globally in public and soon to be public companies, as well as securities focused on long-horizon structural changes.
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