James Morton

Operates as a bank holding company whose subsidiaries provides banking services

Mackenzie Cundill Investment Management is a value manager that focuses on identifying fundamentally undervalued securities that are selling at a discount to their perceived intrinsic break-up value. The firm tends to invest in the stocks of companies in the finance, energy minerals, consumer services and electronic technology sectors. They invest globally across all market-caps.

Manufacturer of hydraulic pumps and valves

Provides strategy, marketing, organization, operations, IT and M&A consulting services

Provides security brokerage services

CIM is a value-driven manager with a multinational approach that has a particular emphasis on Asian markets. All portfolios are primarily equity-focused and either exclusively long or long-biased. The firm primarily engages in a buy and hold investment strategy wherein they buy securities and hold them for a relatively longer period (the initial expectation is 12-36 months), regardless of short-term factors such as fluctuations in the market or volatility of the stock price. CIM invests to a very limited degree in fixed income and convertible debt instruments across the duration and credit spectrums.

SLAM is an active manager that employs four distinct, but related, value investing methodologies. All portfolios are absolute return, global in scope, primarily equity-focused, and either exclusively long or long-biased.