CC&L Financial Group
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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 Total Return 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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Fixed Income
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CC&L Long Bond Alpha Plus
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Overview
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CC&L Long Bond Alpha Plus
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 Total Return 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
Generate a total return in excess of the return of the benchmark, FTSE Canada Long Term Overall Bond Index, plus 2% per annum over a market cycle.
Maximize long-term total return while prudently managing investment risk relative to the benchmark.
Highlights
Fixed income focus that is enhanced by a combination of fundamental and quantitative market neutral processes that are well diversified, uncorrelated and indifferent to rising or falling market returns.
The fixed income process is well defined, portable and fundamentally based, with multiple sources of added value.
A synthetic allocation to the fixed income market allows additional returns to be achieved through an allocation to the CC&L Multi-Strategy Fund.
CC&L Multi-Strategy Fund has exposure to different market neutral strategies whose risk/return characteristics are carefully risk managed individually and together.
Investment Philosophy
Economic fundamentals drive markets.
Better decisions result when the evaluation of fundamental information is validated through research that proves the link between the data and movements in the market.
Research should be conducted continuously in order to allow the process to evolve with capital markets.
Process diversification yields positive risk-adjusted relative returns.
Investment Process
Top-down, fundamentally based approach:
In-depth macro-economically driven analysis that follows a disciplined research process resulting in interest rate and sector exposures.
Robust risk management:
Proprietary process supported by both fundamental and quantitative tools requiring an ongoing dedicated research effort.
Comprehensive credit analysis:
Top down industry analysis and a bottom up company research that incorporates criteria such as operating factors, financial profile and quality of management
.
Responsive security selection:
Spread forecasts continuously updated for a wide universe of industries and companies.
Well diversified processes:
Multi-strategy fund invests in Canadian US and international equities, as well as in global fixed income using either fundamental or quantitative processes.
Portfolio Construction & Risk Management
Structured by investing a portion of the portfolio in the CC&L Long Bond Fund while adding an allocation to the CC&L Multi-Strategy Fund combined with a synthetic fixed income instrument.
Proprietary factor based risk model provides a granular estimate of all risks across different sources of return which are then aggregated into a measure of overall portfolio risk.
Robust controls measure and monitor active risk for every client, every day.
Quick Facts
Strategy Inception Date:
April 28, 2006
Contact us
Vancouver
604-685-2020
Toronto
416-862-2020
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