Equity Strategies
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Fundamental Canadian Equities
CC&L's approach to Canadian equity investing is based upon a disciplined process focusing on a long-term, fundamental, bottom-up approach to security selection combined with a top-down analysis that influences sector and capitalization tilts. The cornerstone of the process is strong fundamental analysis combined with a discipline that sets target prices for all companies in the investment universe. CC&L places a high degree of importance on the evaluation of company management.
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Traffic, Andreas Feininger
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For more information, please download CC&L's Fundamental Canadian Equities Strategy Factsheet.
Quantitative Canadian and US Equities
CC&L believes itself to be the first investment manager in Canada to apply a fundamental investment philosophy across multiple investment styles (core, value, growth) using a purely quantitative process that results in portfolios with strong fundamental characteristics. The investment process incorporates both top-down and bottom-up elements and seeks to add value using active stock selection and industry selection, which is based on a proprietary breakdown of the Canadian and US markets.
For more information, please download CC&L's Quantitative Equities Factsheet.
CCLA EAFE Equities
CC&L Arrowstreet (CCLA) represents a distinct approach to foreign equity management in Canada, bringing the research and investment management expertise of CC&L and Arrowstreet Capital, LLP (Arrowstreet) together in a collaborative manner. Arrowstreet evaluates a diverse set of predictive value and growth factors on a country level, a global sector level, a country/sector basket level and an individual stock level. Such a multidimensional strategy aims to outperform during a broader range of market scenarios.
For more information, please download CCLA's EAFE Equity Strategy Factsheet.
CC&L Global Equity Strategy
The global equity strategy incorporates the US investment process employed by CC&L and Arrowstreet Capital's process for EAFE
equities. The weight of the US component of the portfolio is determined through the use of Arrowstreet's country selection
process. The process is fully integrated on a research and country mix basis.
For more information, please download CC&L's Global Equity Strategy Factsheet.
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