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Build a better portfolio

CC&L Market Neutral Fund

Objective:

  • Generate absolute positive returns entirely from security selection, not market exposure
  • Remain "Market Neutral" by investing in long and short positions in primarily Canadian companies
  • Deliver an attractive investment solution with low correlation to other asset classes

Unique Attributes:

  • Research Intensive Approach: CC&L Fundamental Equity team covers the entire Canadian Market: Large to Small Cap
  • Disciplined "Target Price" driven methodology for long and short positions
  • Risk management system ensures risks are understood and managed

Portfolio Managers:

  • Steve Vertes, CFA
  • John Novak, CFA, MBA
  • Gary Baker, CFA, MBA
  • Mark Bridges, CFA
  • Samba Chunduri, MBA
Quick Facts
AUM $235.98 million
Inception Date
November 05, 2010
Fund Category
Market Neutral
Fund Code (A|F)
CCL 900 | CCL 901
Management Fee (A|F)
2.50% | 1.50%
Performance Fee
None
Minimum Investment
$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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