CC&L Financial Group
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Who We Are
About Us
An overview of our organization
History
Historical time line of CC&L Investment Management
People
Team structure, personnel and biographies
Corporate Brochure
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CC&L in the Community
CC&L’s involvement with charitable and professional organizations
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What We Do
Expertise
Information about our experience and capabilities
Investment Approach
Our approach to investment management, research, opportunities and risk
Investment Strategies
Details about the investment services we offer
Client Services
Our approach and commitment to servicing our clients
Responsible Investing
Our approach to Responsible Investing
Oversight
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Our Strategies
Investment Strategies
Access detailed information on our full range of strategies
Fixed Income
Our approach to managing fixed income and the investment strategies we offer
CC&L Money Market
CC&L Short Term Bond
CC&L Core Bond
CC&L Long Bond
CC&L Corporate Bond
CC&L High Yield Bond
CC&L Universe Bond Alpha Plus
CC&L Long Bond Alpha Plus
CC&L Core Plus Bond
CC&L Ultra Long Bond
Fundamental Equity
Our fundamental approach to managing equities and the investment strategies we offer
CC&L Fundamental Canadian Equity
CC&L Small Cap Canadian Equity
CC&L Equity Income & Growth Plus
Quantitative Equity
Our quantitative approach to managing equities and the investment strategies we offer
CC&L Q Canadian Equity Core
CC&L Q Canadian Equity Growth
CC&L Q International Equity
CC&L Q Global Equity
CC&L Q Emerging Markets Equity
CC&L Q Canadian Equity Extension
CC&L Q US Equity Extension
Balanced
Our approach to managing balanced solutions and the investment strategies we offer
CC&L Enhanced Balanced
Alternative
Our approach to managing alternative strategies and the investment strategies we offer
CC&L Market Neutral
CC&L Q Global Equity Market Neutral
CC&L Multi-Strategy
CC&L All Strategies
Group Retirement
CC&L Group Balanced
CC&L Group Canadian Equity
CC&L Group Canadian Q Growth
CC&L Group Fundamental Canadian Equity
CC&L Group Bond
CC&L Group Income and Growth
CC&L Q Group Global Equity
Our Strategies
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Investment Strategies
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Alternative
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CC&L Market Neutral
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Overview
Connecting needs
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CC&L Market Neutral
(currently closed to new investors)
Investment Strategies
Fixed Income
CC&L Money Market
CC&L Short Term Bond
CC&L Core Bond
CC&L Long Bond
CC&L Corporate Bond
CC&L High Yield Bond
CC&L Universe Bond Alpha Plus
CC&L Long Bond Alpha Plus
CC&L Core Plus Bond
CC&L Ultra Long Bond
Fundamental Equity
CC&L Fundamental Canadian Equity
CC&L Small Cap Canadian Equity
CC&L Equity Income & Growth Plus
Quantitative Equity
CC&L Q Canadian Equity Core
CC&L Q Canadian Equity Growth
CC&L Q International Equity
CC&L Q Global Equity
CC&L Q Emerging Markets Equity
CC&L Q Canadian Equity Extension
CC&L Q US Equity Extension
Balanced
CC&L Enhanced Balanced
Alternative
CC&L Market Neutral
CC&L Q Global Equity Market Neutral
CC&L Multi-Strategy
CC&L All Strategies
Group Retirement
CC&L Group Balanced
CC&L Group Canadian Equity
CC&L Group Canadian Q Growth
CC&L Group Fundamental Canadian Equity
CC&L Group Bond
CC&L Group Income and Growth
CC&L Q Group Global Equity
Overview
More Information
Investment Objective
The investment objective is to provide a return between 6% and 8% with a target volatility of 10% per annum over a market cycle and to provide returns that have a low correlation with the equity markets.
Highlights
Core approach. Diversified and carefully risk managed.
Fundamental, bottom-up security selection.
Proprietary database covering 400+ stocks.
Deep, stable team with long track record.
ESG considerations integrated into the strategy.
Investment Philosophy
Macroeconomic themes influence markets over longer term.
Opportunities exist when fundamentals vary from consensus expectations.
Independent bottom-up research is a critical competitive advantage in evaluating smaller cap companies.
Price attractiveness and valuation are key.
Risk management is integral component of process.
Investment Process
Fundamental ranking system:
Universe ranked on key factors including financial and management strength, profitability, growth and price attractiveness.
Independent bottom-up research:
Understanding companies’ business models and long-term operating strategies.
Management interviews:
Confidence gauged through management interviews, on-site visits and discussions with customers and competitors.
Strategic outlook:
Each business evaluated in context of its industry and competitive environment.
Target prices:
Price targets established and reviewed weekly to ensure consistent application of buy and sell disciplines.
Top-down overlay:
Historical and current valuations and macroeconomic factors shape sector overweight or underweight decisions.
Portfolio Construction & Risk Management
Long and short positions in small- to mid-size Canadian companies based on independent fundamental analysis.
Proprietary database used to rank Canadian stocks on key factors.
Risk management is part of the investment process, not an afterthought.
Rigorous analysis of exposure and impact risks ensures process consistency, adherence to goals and portfolio risk parameters.
Strict position limits on individual security weights.
Disciplined buy/sell decision-making process focuses on setting price targets and company milestones.
The strategy will use leverage and borrow securities to facilitate short selling.
Contact us
Vancouver
604-685-2020
Toronto
416-862-2020
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