Transactions
Theme
Advised Cundill Investment Research and affiliates on the sale of their assets to Mackenzie Financial, a subsidiary of IGM Financial. Peter Cundill and his team, all of whom have entered into long-term arrangements with Mackenzie, manage approximately $16 billion of global value equities. $12.5 billion of these assets are managed for Mackenzie in a range of retail mutual funds, the balance for high-net-worth and institutional clients including the Waddell & Reed "Ivy Cundill Value Fund."