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CC&L Equity Income and Growth

Highlights

  • 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
  • Deep, experienced institutional investment management team

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
  • 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

Contact Us

Toronto

1-888-824-3120

Montreal

514-490-2787

Calgary

403-909-8446

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