CC&L All Strategies

Investment Objective

• The investment objective is to provide a return between 12% and 15% with a volatility target between 12% and 15% per annum over a market cycle.

Highlights

• Investments in different asset classes and investment processes.
• Low correlations to equity and fixed income markets.
• Ability to take advantage of both positive and negative insights.
• ESG considerations integrated into the strategy.

Product Strategy

• The CC&L All Strategies Fund is a well-diversified portfolio that invests in a complementary set of absolute return strategies to provide diversified sources of return and attractive risk/return characteristics.
• The strategy will use leverage and borrow securities to facilitate short selling.

Investment Process

• Global Market Exposure (Beta): Global stocks, bonds and commodities.
• Plus three distinct market neutral strategies (Alpha):
  • Q Global Equity Market Neutral: Takes long and short positions in global stocks including US, Canada, EAFE and Emerging Markets using a disciplined quantitative process to create a market neutral strategy. Country, sector and stock exposures as well as overall portfolio risk are managed using proprietary risk management techniques.
  • Fundamental Equity Market Neutral: Takes long and short positions primarily in small- and mid-capitalization Canadian stocks using a fundamental approach.
  • Fixed Income Absolute Return: Takes long and short positions in global sovereign bond markets and fixed income credit strategies.