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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 Access our corporate brochure
CC&L in the Community CC&L’s involvement with charitable and professional organizations
Affiliated Companies Access our affiliates
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
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CC&L Q Global Equity Market Neutral

Highlights

  • Diversified equity market neutral portfolio managed within a proprietary quantitative return, risk and portfolio construction framework
  • Fully integrated global model employing systematic evaluation of countries, industries and stocks using a broad array of fundamental indicators
  • Universe covering approximately 12,000 stocks spanning 47 countries including 24 emerging markets

Investment Objective

  • Provide an absolute return and target volatility between 6% and 10% per annum over a market cycle
  • Provide returns with low correlation to equity markets

Investment Philosophy

  • A portfolio of companies exhibiting steady growth and attractive valuations is expected to deliver strong investment returns over the long term
  • The investment process must be rigorous, objective and applied with consistency and discipline
  • Research must be driven by a strong synergistic relationship between three key elements: investment fundamentals, quantitative theory and empirical evidence

Investment Process

  • Continuous quantitative evaluation of fundamentals across stocks, industries and countries
  • Proprietary return forecasts assess investment fundamentals and the opportunities created when these fundamental change
  • Proprietary risk model assesses systematic influences and stock-specific characteristics and events
  • Portfolio construction seeks to optimize risk and return with consideration of transaction costs
  • Daily evaluation and portfolio rebalancing ensures portfolios respond to new fundamental and pricing information on a timely basis
  • Strict position limits

Contact us

Vancouver

604-685-2020

Toronto

416-862-2020

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