Equity Strategies

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.


Traffic, Andreas Feininger

For more information, please download CC&L's Fundamental Canadian Equities Strategy Factsheet.

For more information, please download CC&L's Small Cap 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.

EAFE Equities

EAFE equities are managed by Boston-based Arrowstreet Capital Limited Partnership (Arrowstreet). 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 CC&L's EAFE Equity Strategy Factsheet.

Global Equities

The global equity strategy incorporates the US investment process employed by CC&L and Arrowstreet Capital's process for EAFE equities.

For more information, please download CC&L's Global Equity Strategy Factsheet.

 

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