CC&L Group Canadian
Investment objective
- Generate returns equal to the return of the benchmark, S&P/TSX Capped Composite Index, plus 2% per annum over a market cycle.
- Maximize long-term total return while prudently managing investment risk relative to the benchmark.
Highlights
- Diversified Canadian equity exposure managed within a proprietary quantitative return, risk and portfolio construction framework.
- Fully integrated global model employing systematic evaluation of countries, industries and stocks using a broad array of fundamental indicators.
- Universe covering approximately 18,000 stocks spanning 23 developed and 27 emerging markets.
- ESG considerations integrated into the strategy.
Investment philosophy
- A portfolio of companies exhibiting steady growth and attractive valuation is expected to deliver strong investment returns over the long term.
- The investment process must be rigorous, objective and applied with consistency and discipline.
- Research must be driven by a strong synergistic relationship between three key elements: investment fundamentals, quantitative theory and empirical evidence.
Investment process
- Continuous quantitative evaluation of fundamentals across stocks, industries and countries.
- Proprietary return forecasts assess investment fundamentals and the opportunities created when these fundamentals change.
- Proprietary risk model assesses systematic influences and stock-specific characteristics and events.
- Portfolio construction seeks to optimize risk and return with consideration of transaction costs.
- Daily evaluation and portfolio rebalancing ensures portfolios respond to new fundamental and pricing information on a timely basis.
- Strict position limits.
Our group retirement solutions
Investment Objectives Disclosure
The Strategy’s investment objectives are targets only. Actual performance may differ materially,
including due to market or economic factors, portfolio management decisions, modelling error,
or other reasons. In determining the added value targets, CC&L may consider the Strategy’s performance
during historical periods, the level of estimated risk over a market cycle as well as the parameters used in
the Strategy’s portfolio construction process.
For more information about services available to you as a
CC&L Investment Management client, please contact:
Phil Cotterill
Director & Portfolio Manager,
Head of Client Solutions
Tel: +1 (604) 685-2020
Email: [email protected]
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
Tel: +1 (416) 364-5396
Email: [email protected]
For additional information on Connor, Clark & Lunn Investment Management, please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
Eric Hasenauer
Senior Vice President, Co-Head of
Institutional Sales, USA
John Ricketts
Senior Vice President, Co-Head of
Institutional Sales, USA
Phil Cotterill
Director & Portfolio Manager,
Head of Client Solutions
Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The Connor, Clark & Lunn Investment Management (CC&L) website may contain hyperlinks to websites operated by parties other than CC&L. Such hyperlinks are provided for your reference only. CC&L does not control such websites and is not responsible for their contents. The inclusion by CC&L of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.
CC&L Investment Management Ltd.
September 8th, 2022
