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About Us An overview of our organization
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Independent Review Committee Information on our Independent Review Committee
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What We Do
 
 
 
Expertise Information about our experience and capabilities
Mutual Funds Information on our Mutual Funds
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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

Highlights

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

Objectives

  • 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

Philosophy

  • 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

Process

  • 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 41.89%
Energy 17.18%
Materials 15.36%
Industrials 9.89%
Telecommunication Services 5.00%
Consumer Discretionary 4.10%
Cash 2.56%
Utilities 2.03%
Real Estate 1.08%
Information Technology 0.90%
Health Care 0.00%
Consumer Staples 0.00%
Top 10 Securities
% of Portfolio
Toronto-Dominion Bank 9.72%
Royal Bank of Canada 8.80%
Canadian Imperial Bank of Commerce 5.33%
Canadian National Railway 4.85%
Bank of Nova Scotia 4.79%
Nutrien Ltd 4.30%
Bank of Montreal 3.85%
Suncor Energy Inc. 3.81%
Power Corp. of Canada 3.19%
TransCanada Corp. 3.06%
All data as at: May 25, 2018

Contact Us

Toronto

1-888-824-3120

Montreal

514-490-2787

Calgary

403-909-8446

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