Matt Moody on Ivy Team’s Succession and Vision

In this episode, host Matthew Schnurr joins Matt Moody, Vice President, Portfolio Manager for Mackenzie’s Ivy Team. 

He will be promoted to Senior Vice President and Head of the Ivy Team this September. 

Together, they look at Matt Moody's career within the Investment Industry, what he learned from Jerry Javasky and Paul Musson, and what we can expect from the Ivy Boutique going forward. 

 

Learn by Key Topics: 

(0:54)Matt Moody’s Career in the Investment Industry 

(2:41)  His Investment Style & View of Markets 

(4:38)  Matt's Introduction to the Ivy Team 

(5:18)  Why He chose the Ivy Team? 

(6:16)  Learning from the Previous Ivy Leaders 

(15:52)  Culture within Ivy & Vision for its Future 

(18:22) A Good Analyst vs. A Good Portfolio Manager 

(20:30)  Views on Cash within the Ivy Team 

(24:30)  Performance Expectations for the Ivy Team 

(28:42)  How Karate & Investing balance each other 

 

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com