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Build a better portfolio

CC&L Diversified Market Neutral Fund

Objective:

  • Provide positive risk adjusted returns with low correlation to equity markets
  • Target annualized returns and volatility of 6 - 8% over rolling four-year periods
  • Deliver an attractive investment solution with low correlation to other asset classes

Unique Attributes:

  • Strive to achieve positive return regardless of market direction
  • Three distinct and complementary Market Neutral strategies
    • Q Global Equity Market Neutral
    • Fundamental Equity Market Neutral
    • Fixed Income Absolute Return
  • Strong risk management at all levels: fund, strategy and firm

Portfolio Managers:

  • Martin Gerber, CFA – Chief Investment Officer
  • Phillip Cotterill, CFA – Portfolio Strategy
  • Steven Huang, CFA – Portfolio Manager
  • Chris Kalbfleisch, CFA – Portfolio Manager
  • Steven Vertes, CFA – Portfolio Manager

Portfolio Construction:

CFI-Construction-DMN
Quick Facts
AUM $240.23 million
Inception Date
April 17, 2014
Fund Category
Market Neutral
Fund Code (A|F)
CCL 850 | CCL 851
Management Fee (A|F)
1.80% | 0.80%
Performance Fee
20%
High Water Mark
Perpetual
Minimum Investment -
Accredited Investor
 
$25,000
Subsequent Investment
$10,000

AUM data above is updated daily on all days that markets are open.

Contact Us

Toronto

1-888-824-3120

Montreal

514-490-2787

Calgary

403-909-8446

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