CC&L Financial Group
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Who We Are
About Us
An overview of our organization
People
Our teams, personnel and biographies
Baker Gilmore in the Community
Baker Gilmore’s involvement with charitable organizations
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How to contact us directly
What We Do
Expertise
Information about our experience and capabilities
Philosophy
Our approach to investment management and to delivering consistent added value
Approach
Our approach to investment process, research and risk management
Responsible Investing
Investing with Baker Gilmore
Our approach and commitment to servicing our clients
Our Strategies
Baker Gilmore Solutions
Traditional Fixed Income
Baker Gilmore Money Market
Baker Gilmore Short Term Bond
Baker Gilmore Long Term Bond
Baker Gilmore Universe (Core) Bond
Baker Gilmore Government Bond
Baker Gilmore Corporate Bond
Absolute Return Fixed Income
Strategy Overview
Liability Driven Investing
Strategy Overview
Our Strategies
/
Baker Gilmore Solutions
/
Traditional Fixed Income
/
Baker Gilmore Long Term Bond
/
Overview
Our Strategies
Baker Gilmore Long Term Bond
Baker Gilmore Solutions
Traditional Fixed Income
Baker Gilmore Money Market
Baker Gilmore Short Term Bond
Baker Gilmore Long Term Bond
Baker Gilmore Universe (Core) Bond
Baker Gilmore Government Bond
Baker Gilmore Corporate Bond
Absolute Return Fixed Income
Strategy Overview
Liability Driven Investing
Strategy Overview
Overview
More Information
Product Highlights
Specialty fixed income manager
Fundamental value-oriented approach
Rigorous forecasting methodology
Leading-edge risk management and attribution systems
Investment Objective
Maximize long-term total returns while protecting capital from major market fluctuations
Philosophy & Process
Markets regularly deviate from fundamentals
Top-down macro forecasting of key factors that drive bond market returns
Bottom-up fundamental research focused on accurately determining default risk
Opportunity exists when issues with low default risk are attractively valued
A value-oriented, long-term theme-driven approach, together with a deep understanding of risk, enables Baker Gilmore to add value while avoiding credit downgrades and defaults
Construction & Risk Controls
Leading-edge risk and attribution systems
Sharp focus on downside protection
Strategies chosen to optimize risk/return trade-offs
Targeted top-down exposures are achieved through careful security selection
Risk management is integral to the investment process and ensures the portfolio positioned for the highest risk-adjusted expected returns
Quick Facts
Inception Date
September 30, 1995
All data as at: Feb 23, 2021
Sector Allocation
% of Portfolio
Provincials and Municipals
55.92%
Corporates
24.50%
Sovereigns
19.58%
Supranationals
0.00%
Asset Backed
0.00%
Contact Us
Montreal
514-287-0110
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