CC&L’s disciplined and consistent investment process results in well diversified portfolios with attractive long-term risk/reward profiles. Some of the key features of the Fundamental Equity Team’s approach include:
- Top down macro assessment: The implications of CC&L’s macroeconomic forecasts influence the team’s sector and capitalization tilts.
- Disciplined target price process: The target price discipline used to generate the return forecasts that anchor CC&L’s fundamental investment process ensures consistency of results and keeps the team highly focused on the appropriate valuation of every stock in the investable universe.
- Inefficient segment of market: CC&L investment process covers all capitalization stocks within the Canadian market allowing for alpha generation in less efficient segments of the market.
- Proprietary in-house risk management system: Portfolio risk management is not an afterthought. It is an integral part of the investment process built to carefully assess the risk and return trade-offs and ensure that the portfolio does not take any undue or unrewarded risk.
- Deep and experienced investment team: The six-member equity team has on average 16 years of investment industry experience. Team members have both broad industry experience and strong academic credentials and are responsible for both research and portfolio management within their respective sectors.
For summary information on our Fundamental Canadian Equity solutions please download: CC&L's Fundamental Canadian Equities Profile.
For detailed information on our Fundamental Canadian Equity strategies, please select from the list on the left.