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About Us An overview of our organization
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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

Scheer Rowlett Canadian Equity


  • Focused, value-oriented approach
  • Consistency of people and process
  • Consistent long-term performance


  • Invest in a diversified portfolio of Canadian equity securities
  • Maximize long-term total returns
  • Beat the S&P/TSX Composite Index by 2% per year on average over rolling 4-year periods
  • Deliver superior risk-adjusted returns in up and down markets


  • Good value never goes out of style
  • Invest for the long-term using rigorous fundamental analysis
  • Buy good companies at discounted valuations
  • Deliver superior risk-adjusted returns in both up and down markets


  • Fundamental value manager – seeks companies whose true intrinsic value has not been accurately reflected in its stock price.
  • Disciplined four-stage process:
    • Value screening
    • Industry outlook
    • Company analysis
    • Fair value estimates
  • Bottom-up security selection favours companies with:
    • Strong or improving earnings
    • Healthy financial positions
    • Proven management
  • Strict sell discipline is integral to process.
  • Risk controls include formal security, sector and market capitalization parameters.
  • Portfolio scrutinized to guard against unintended risks and to ensure optimal balance between risk and return.
Quick Facts
Inception Date December 31, 1992
Sector Allocation
% of Portfolio
Financials 40.49%
Energy 16.33%
Materials 14.63%
Industrials 10.93%
Communication Services 6.38%
Consumer Discretionary 3.75%
Cash 3.09%
Real Estate 1.96%
Utilities 1.48%
Information Technology 0.97%
Consumer Staples 0.00%
Health Care 0.00%
Top 10 Securities
% of Portfolio
Royal Bank of Canada 9.17%
Toronto-Dominion Bank 8.85%
Bank of Nova Scotia 6.70%
Canadian Imperial Bank of Commerce 5.58%
Canadian National Railway 5.14%
Nutrien Ltd 4.83%
TransCanada Corp. 4.01%
Canadian Natural Resources Ltd. 3.61%
Canadian Pacific Railway Ltd. 3.33%
Rogers Comm Inc. Class B 3.15%
All data as at: Jan 16, 2019

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