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

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 42.71%
Energy 16.54%
Materials 14.96%
Industrials 10.34%
Consumer Discretionary 5.01%
Telecommunication Services 4.92%
Cash 2.35%
Utilities 1.84%
Information Technology 0.80%
Real Estate 0.53%
Consumer Staples 0.00%
Health Care 0.00%
Top 10 Securities
% of Portfolio
Royal Bank of Canada 9.61%
Toronto-Dominion Bank 9.55%
Canadian Imperial Bank of Commerce 5.68%
Bank of Nova Scotia 4.88%
Canadian National Railway 4.80%
Bank of Montreal 3.93%
Nutrien Ltd 3.93%
Magna International Inc. Class A 3.74%
Suncor Energy Inc. 3.39%
TransCanada Corp. 3.19%
All data as at: Feb 22, 2018

Contact Us

Toronto

1-888-824-3120

Montreal

514-490-2787

Calgary

403-909-8446

Connor, Clark & Lunn Financial Group home page