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 Equity Income and Growth


  • 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


  • 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
  • Bottom-up security selection focused on:
    • Management milestones for value creation
    • Company’s growth outlook
    • Careful valuation analysis
    • Generation of target prices for each security under coverage

Portfolio construction

  • Careful consideration of macroeconomic themes, sector outlooks and sector valuations
  • Focus on yield-oriented securities with the team’s highest target returns
  • Strike a balance between securities with dividend growth and high and sustainable yield
Quick Facts
Inception Date May 17, 2010
All data as at: Jan 16, 2019

Contact Us







Connor, Clark & Lunn Financial Group home page