Philosophy
"All balanced and specialty investment strategies centre on the
search for relative value—an approach that we believe can deliver
consistent added value over time." — Larry Lunn
CC&L follows a disciplined approach to portfolio management based on rigorous financial, economic and fundamental company analysis, incorporating leading edge proprietary risk management tools.
The cornerstone of CC&L's investment philosophy is capital preservation while striving to provide superior long-term performance through a consistent and disciplined investment process. CC&L's entire approach to investing centers around the search for relative value.
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Fendi, Woman in Black, Sheila Metzner
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Research
Research is closely integrated with portfolio management at CC&L. We employ dedicated research teams that are focused on developing and enhancing structure-based approaches to adding value in the financial markets.
Highlights of CC&L's research process include:
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Extensive use of internal research: With 19 Chartered Financial Analysts in the firm, over 80% of our research is generated
in-house. All of the partners are actively involved in the research process.
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Quantitative Foundation: Our extensive databases enable us to conduct very detailed, broad economic analysis as well as specific asset class, sector and individual security research. This quantitative work is the foundation of our research process.
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External research: Approximately 20% of CC&L's research comes from sell-side sources and connections within the academic community.
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Research sharing: We have opportunities to share our research ideas with Arrowstreet Capital, L.P. of Cambridge, Massachusetts.
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