John Lumbers

John Lumbers has extensive experience in investment management, particularly focused on US equity strategies. John started their career at Mackenzie Investments in 2011 as a Research Analyst (Equities). John then progressed through various roles including Associate Investment Analyst, Investment Analyst, Senior Investment Analyst, and Associate Portfolio Manager. In their most recent role as Vice President, Investment Management, they were a co-manager on multiple flagship funds and achieved the 2022 Lipper Fund Award for the five-year performance in the US Small/Mid Equity Category. Throughout their career, John has been involved in corporate due diligence, valuation analysis, risk management, and portfolio construction.

John Lumbers completed their high school education at Upper Canada College from 2002 to 2008. John then pursued a Bachelor of Arts (B.A.) Honours degree in Applied Economics at Queen's University from 2008 to 2012. Additionally, they hold a certification as a Chartered Financial Analyst (CFA) from the CFA Institute, although the specific month and year of obtaining the certification are not provided.