SEC Filing Record

Offering Amount

$34.9M

Strategy

Other

Exemption

06b

Date Filed

May 29, 2026

0000945621-26-000771

View on SEC EDGAR →

37A Read

This amendment filing signals a material change to an already-submitted offering rather than a fresh launch; Mackenzie Investments Corporation anchors the GP roster alongside five named individuals (Hazlewood, Keyes, Lawrence, Datta, and one unnamed), a structure typical of either a newly-formalized multi-PM investment committee or a transition away from single-GP decision-making.

The absence of any prior EDGAR filings from this manager indicates either a first-time SEC filing or a historical reliance on smaller offerings below the threshold; the $35M target and 06b exemption (pre-existing relationships only) suggest Mackenzie is entering the formal LP fundraising apparatus with a quantitative large-cap strategy, likely to access institutional capital that previously operated via direct relationships or smaller vehicles.

A May 2026 amendment filing in a large-cap quantitative fund reflects positioning ahead of mid-year portfolio reviews and Q3 LP commitment cycles, when allocators reassess systematic equity exposure; this timing also captures renewed institutional interest in rules-based equity strategies as alternatives to crowded passive indexing.

Before engagement, verify whether the five named individuals represent co-equal decision-makers or a subordinated team structure, as the GP count and lack of entity clarity create ambiguity around key-person concentration and succession; also confirm whether this $35M target is the initial close or a placeholder that will reset upward post-amendment approval.

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Principals

General Partners & Executives

n/a Mackenzie Investments Corporation Todd Hazlewood James Keyes Ian Lawrence Arup Datta

Mackenzie International Quantitative Large Cap Fund (Cayman) Ltd.