William Aldridge, the senior VP portfolio manager and co-lead of the North American equities team at Mackenzie Investments.Greg Trumper/The Globe and Mail
William Aldridge’s interest in stocks began during the 1990s bull market. But riding his bike to work as an analyst for a Toronto investment bank put him on a path to his dream job as a portfolio manager. (Well, that and an MBA.) He often ran into fellow cyclist Robert Tattersall, co-founder of mutual fund firm Saxon Financial. Tattersall invited Aldridge for tea and offered him a spot on his Canadian small-cap team. After Saxon was acquired by Mackenzie Investments in 2008, Aldridge was appointed portfolio manager. His mandate includes the $699-million Mackenzie Canadian Equity Fund, whose F series has outpaced the S&P/TSX Composite Total Return Index over the long haul. We asked why he’s bullish on Canada’s two railways and likes Bombardier.
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