CC&L Financial Group
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Expertise
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Investment Approach
Our approach to investment management, research, opportunities and risk
Investment Strategies
Details about the investment services we offer
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Responsible Investing
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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 All Strategies
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Overview
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CC&L All Strategies
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 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.
Contact us
Vancouver
604-685-2020
Toronto
416-862-2020
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