Connor, Clark & Lunn Funds Inc. home
Who We Are
 
 
 
About Us An overview of our organization
People Our teams, personnel and biographies
Independent Review Committee Information on our Independent Review Committee
CC&L Funds in the Community CC&L Funds’ involvement with charitable and professional organizations
Affiliates Access our affiliates
What We Do
 
 
 
Expertise Information about our experience and capabilities
Mutual Funds Information on our Mutual Funds
Alternative Investments Information on our Alternative Investments
Separately Managed Accounts Information on our Separately Managed Accounts
Supporting Investors Our approach and commitment to supporting investors
Supporting Advisors Our approach and commitment to supporting advisors
Build a better portfolio

CC&L Core Income and Growth

Product Highlights

  • Diversified across three major income and growth oriented asset classes
  • Tax-efficient income stream that is attractive and sustainable
  • Conservative Growth – Focused on adding value, mindful of capital preservation
  • Limits exposure to commodities to reduce volatility
  • Large, experienced institutional investment management team

Investment Objectives

  • Cash Flow: Provide tax-efficient, sustainable yield
  • Capital Preservation: Preserve principal in market fluctuations
  • Growth: Strive to grow capital faster than inflation

Philosophy & Process

  • Disciplined, conservative process that strives to deliver:
    • Stable cash flows
    • Good participation in “up” markets
    • Protection of capital in “down” markets
  • Combines fundamental equity research and credit analysis:
    • Covering numerous operating, competitive and market factors
  • Top-down strategy factors drive portfolio modeling and sector strategies:
    • Macroeconomic themes, sector outlooks, sector valuations
    • Multiple asset classes offer greater opportunities to add value and diversification
  • Bottom-up security selection focused on:
    • Sustainable, distributable cash flow
    • Capital preservation
    • Quality of management
Quick Facts
Inception Date February 28, 2001
All data as at: Jul 18, 2018

Contact Us

Toronto

1-888-824-3120

Montreal

514-490-2787

Calgary

403-909-8446

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