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PCJ Absolute Return II Fund

Objective

  • Market Neutral, absolute return strategy
  • Low correlation to the broader markets
  • Preservation of capital and sustainable returns
  • Target annualized net returns of 8% with lower volatility than equities, over a market cycle

Highlights

  • PCJ team’s highest conviction ideas: long and short
    • Leverage institutional process across Large & Small Cap Canada and opportunistic US exposure
    • Removes constraints (long-only, domestic-only, benchmark) to pursue highest conviction opportunities
    • Trade construction to eliminate beta, and isolate alpha
  • Diversified sources of alpha that are less correlated to market returns (or attractive complement to traditional portfolios)

Portfolio Managers

  • Adam Posman, BComm, MBA, CIM
  • Nereo Piticco, BComm, CFA
  • Heiki Altosaar, BA, CFA

Portfolio Construction

PCJ Absolute Return Portfolio Construction diagram

Quick Facts

Inception Date
March 2021
Fund Category
Absolute Return
Fund Code (A|F)
CCL2000 | CCL2001
Management Fee (A|F)
2.00% | 1.00%
Performance Fee
20%
Hurdle
2.00% per annum
Risk Level
Low to Medium
Minimum Investment
$5,000
Subsequent Investment
$500
Systematic Purchase
$100
Liquidity
Weekly
High Water Mark
Perpetual

Contact Us

Toronto

1-888-824-3120

Montreal

514-490-2787

Calgary

403-909-8446

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