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

PCJ Canadian Equity

Highlights

  • Bottom-up fundamental security selection
  • Concentrated portfolios maximize alpha opportunity
  • Excels in periods of high volatility
  • Experienced team focused solely on Canadian equities
  • Effective offset to core and value style managers

Objectives

  • Identify high quality companies with superior opportunities for organic growth

Philosophy

  • Market inefficiencies provide opportunities to add value
  • Earnings growth ultimately drives stock prices
  • Concentrated portfolios maximize value from manager insights
  • Catalysts for organic growth are best identified through independent fundamental research
  • Risk management is integral to creating long-term value

Process

  • Goal: Identify high quality companies with superior opportunities for organic growth
  • Screen using growth variables, e.g.; ROE, earnings momentum
  • Identify catalysts for future growth, e.g.; earnings announcements, restructuring
  • Company meetings: validate research, confirm confidence in management
  • Proprietary ranking system: confidence and quality of growth opportunity

Portfolio Construction and Risk Controls

  • Optimize rewards for risk taken
  • Portfolio concentrated (up to 30%) on best ideas
  • Sector weights evaluated relative to macro market themes
  • Absolute and relative stock and sector limits
  • Continuous monitoring of security specific and total portfolio risk
  • Dynamic risk allocation is used to lock in profits and reduce risk

Contact Us

Toronto

1-888-824-3120

Montreal

514-490-2787

Calgary

403-909-8446

Connor, Clark & Lunn Financial Group home page