Mackenzie Greenchip Team

Investing in companies that are powering a green future

Philosophy and process

The Mackenzie Greenchip Team believes that as resource and environmental issues become more challenging, prices will be forced to adjust and strong “blue chip” companies operating in the green economy will be in great demand. Having focused exclusively on environmental sectors for over a decade, we have a deep knowledge of these sectors and are confident that through our sustainability thesis, combined with a proven value discipline, we can continue to pursue superior returns for our investors. We apply intensive due diligence and only hold stocks when we see significant discounts to intrinsic value.

Meet the portfolio managers

John A. Cook, CIM

Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Greenchip Team

John Cook, Senior Vice President, is a Portfolio Manager, responsible for Investor Engagement and Team Co-Lead with the Mackenzie Greenchip Team.

John’s career in the investment industry began in 1991. He was President of Greenchip Financial Corp. since it was founded in 2007 and became part of Mackenzie Investments in 2021. Prior to Greenchip, John led corporate development at one of Canada’s largest innovation hubs. He has also held a number of executive positions at Canadian mutual fund companies.

John holds a BA from Queen's University and the Chartered Investment Manager (CIM) designation.

Gregory Payne, PhD, CFA

Senior Vice-President, Portfolio Manager, Team Co-Lead Mackenzie Greenchip Team
Mackenzie Greenchip Team

Gregory Payne, Senior Vice-President, Investment management, is a Portfolio Manager and Team Co-Lead with the Mackenzie Greenchip Team.

Greg’s career in the investment industry began in 1999 with over a decade focused exclusively on environmental sectors. Prior to joining the Greenchip team, Greg held several roles with increasing responsibilities within the portfolio management team for a large capital management firm with over $200 million of retail and institutional client assets.

Greg holds a BSc from the University of Western Ontario, and both an MA and PhD in Economics from the University of Toronto. He is also a CFA charterholder.

Insights

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      Insight Video

      The fastest growing clean technology

      Quarterly insights – Q1 2025

      Mackenzie Greenchip Team analysts provide an overview of energy storage systems (ESS), the fastest growing energy technology. Learn what the main growth drivers are and how to gain exposure to this sector.

      For a detailed insight, click here >

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          Insight

          Mackenzie Greenchip: 2025 outlook

          Quarterly insights - Q4 2024

          As we start a new year, we would like to share our thoughts on the Greenchip strategy, providing an overview of how things went in 2024 and why we are optimistic about the opportunities that lie ahead in 2025.

          For a detailed insight, click here >

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              Global Energy Transition: An opportunity to invest to drive change

              Mackenzie Greenchip Team Portfolio Managers John Cook and Greg Payne share their investment thesis, sector outlook and investment strategy of the Mackenzie Global Environmental Equity Fund.

              Insight

              Houston, we have a problem

              Despite a historic $2 trillion USD investment in clean energy in 2024, it is only half of what's needed to stabilize global emissions. John Cook, SVP, Portfolio Manager and Co-lead for the Mackenzie Greenchip Team offers his views on the three main forces he believes are hindering progress.

              Insight

              China’s electrification of transport: railway and EVs

              Quarterly insights - Q3 2024

              Gregory Payne, Co-lead and Portfolio Manager for the Mackenzie Greenchip Team, offers insights into the rapid advancements in electrification and modernization of the Chinese transportation system, based on his observations during a two-week China trip.

              Insight

              A journey through China’s solar sector

              Quarterly insights - Q3 2024

              Exploring China’s solar sector for two weeks uncovered growth opportunities and challenges. Gregory Payne provides his insights on the sector’s progress and how the portfolio companies are adapting.

              Insight

              Does the great energy transition trump political change?


              Quarterly insights - Q2 2024

              In 2024, over 50 countries will hold national elections. In its Q2 commentary, the Greenchip team explores if political dynamics and leadership changes could impact the momentum of the great energy transition.

              Insight

              Global electricity grid: energy transition linchpin or bottleneck?

              Quarterly insights - Q1 2024

              The Mackenzie Greenchip Team explores how rebuilding and expanding the global electricity grid is essential to a successful energy transition.

              Insight

              Three emerging forces influencing the Great Energy Transition

              Quarterly insights - Q4 2023

              John Cook offers his views on higher for longer interest rates, deglobalization and clean technology realism.

              Insight

              The race
              for a better EV battery

               

              Quarterly insights - Q2 2023

              In this Q2 Greenchip commentary update, John Cook and Greg Payne take a deep dive into batteries and its structure to understand opportunities and challenges in the sustainability space.

              Insight

              AI may accelerate the great energy transition – but not the way you think

              Podcast

              When it comes to EV battery-making – China dominates

              John Cook examines battery manufacturing and what this means for our future, and Greenchip Portfolios.

              Article

              The carbon calculation conundrum

              Find out more about carbon emissions metrics and how they can be both helpful and harmful when making investment decisions.

              Insight

              2023 Environmental outlook

              Our sustainability experts weigh in on the challenges and opportunities in the environmental space. 

              PDf

              Green Thematic Report

              Sustainable Thematic Equity Strategies: Global Environmental All Cap Equity and Global Environmental Equity

              Insight

              Mackenzie’s Sustainable Investing Policy

              Read more to find out about the ESG factors that govern Mackenzie’s investment process. 

               
              Contact us to learn more about Mackenzie Greenchip.