Mackenzie Bluewater Team

In relentless pursuit of a small number
of distinct companies

Strategies under management

Global All Cap Growth


Mackenzie Bluewater has created its own distinctive blueprint for success, designed to harness the consistent growth of a concentrated selection of dominant companies with few competitors. 

Durable growth

We invest in distinctive industry leaders with unique competitive advantages such as intellectual property or high barriers to entry that can protect them from competition and have the potential to drive durable, sustainable returns. 

Concentrated conviction

At Mackenzie Bluewater, we pursue a small number of great companies. Our extremely selective stock-picking process focuses on companies that are generating free cash flow, growing faster than the economy, and are less cyclical and capital intensive.

Macro mindset

We seek stable growth in a changing world. So at Mackenzie Bluewater, we take a broad-based, macro view of the global economy to uncover future investment opportunities and avoid areas with structural risk.

Meet our team

David Arpin, MA,CFA

Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Bluewater Team

Joined Bluewater in 2012; investment experience since 1995

  • For the past decade, David has led the team’s US and global mandates, including foreign exposure in the Canadian mandate.
  • David brings his training as an economist and over 20 years of experience as a portfolio manager specializing in US/global equities.

Shah Khan, MBA,CFA

Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Bluewater Team

Joined Bluewater in 2010; investment experience since 2010

  • Sector generalist specializing in Canadian equities
  • BSc degree in Biochemistry, MBA and CFA

Tyler Hewlett, CFA

Vice President, Portfolio Manager
Mackenzie Bluewater Team

Joined Bluewater in 2022; investment experience since 2001

  • Fifteen years at a leading investment firm as lead Portfolio Manager on a number of strategies focusing on North American equities.
  • BComm degree from Queen’s University 

Dave Taylor, CFA

Vice President, Portfolio Manager
Mackenzie Bluewater Team

Joined Bluewater in 2022; investment experience since 2003

  • Ten years at a leading investment firm as a Portfolio Manager on a number of strategies.
  • Worked in equity research for a tier one Canadian investment dealer, and at a high-net-worth investment boutique.
  • BA (Hons.) degree from the University of Western Ontario 

Our insights

A new kind of innovation

Tyler Hewlett and Dave Taylor explain what makes the Mackenzie Bluewater Next Gen Growth Fund different.

Insight Article

China at an economic crossroads: tailwinds become headwinds

Investors must adapt to China's evolving economy, as it embarks on a difficult transition to a new model of technology and innovation

Insight

Durable growth tailwinds

Energy transition and AI – investing in the enablers of secular change.

Insight

The Mackenzie Bluewater Team: Our approach towards responsible investing

Insight

Monthly Commentaries – Mackenzie Bluewater Team

Read the latest Mackenzie Bluewater Team commentaries to learn about their analysis of key market risks and opportunities.


* Revealed: The top 30 female fund managers in the world, Citywire Alpha Female Report 2020

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.