Active Equities Investments
Local Expertise, Global Impact
With teams 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.
North America
AE North America generates alpha by selectively investing in public and pre-IPO North American equities.
Team Leadership
Bill MacKenzie
Managing Director, Head of Active Equities North America
Toronto
Tricia Connolly
Managing Director, Active Equities North America
Toronto
Aaron Duxbury
Managing Director, Active Equities North America
Toronto
Nick Gill
Managing Director, Active Equities North America
Toronto
Kevin Godwin
Managing Director, Active Equities North America
Toronto
Ruby Grewal
Managing Director, Active Equities North America
Toronto
Mike Rodgers
Managing Director, Active Equities North America
Toronto
Benny Yeung
Managing Director, Active Equities North America
Toronto
Jonathan Yach
Managing Director, Active Equities North America
Toronto
Europe
AE Europe generates alpha by selectively investing in public and pre-IPO European equities.
Team Leadership
Pat Naccarato
Managing Director, Head of Active Equities Europe
London
James Fotheringham
Managing Director, Active Equities Europe
London
Tanya Messinger
Managing Director, Active Equities Europe
London
Henrik Olsson
Managing Director, Active Equities Europe
London
Asia
AE Asia generates alpha by selectively investing in public and pre-IPO Asian equities.
Team Leadership
Latin America
AE Latin America generates alpha by selectively investing in private and public Latin American equities.
Team Leadership
Tania Sztamfater Chocolat
Managing Director, Head of São Paulo Office, Head of Active Equities Latin America
Sao Paulo
Ricardo Lerner Castro
Managing Director, Active Equities Latin America
Sao Paulo
Natalia Kerkis
Managing Director, Active Equities Latin America
Sao Paulo
Portfolio Construction & Risk
The Portfolio Construction & Risk team supports AE in achieving its investment mandate through strategic portfolio management and risk oversight.
Team Leadership
Daryl Caldwell
Managing Director, Portfolio Construction & Risk
Toronto
William Chan
Managing Director, Portfolio Construction & Risk
Toronto
Pedram Mahdavinezhad
Managing Director, Portfolio Construction & Risk
Toronto
Adil Rizvi
Managing Director, Portfolio Construction & Risk
Toronto
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.
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