CC&L Financial Group
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What We Do
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
Client Services
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Responsible Investing
Our approach to 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 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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Fundamental Equity
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CC&L Equity Income & Growth Plus
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Overview
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CC&L Equity Income & Growth 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
Construct a portfolio of primarily income-oriented equity instruments focused on maximizing the long-term total return while generating a portfolio yield in excess of that of the S&P/TSX Composite Index.
Maintain total risk below that of the S&P/TSX Composite Index over long-term periods.
Highlights
Core approach. Diversified and carefully risk managed.
Fundamental, bottom-up security selection.
Proprietary company database.
Integrates US securities to increase diversification.
Investment Philosophy
Macroeconomic themes influence markets over longer term.
Opportunities exist when fundamentals vary from consensus expectations.
Price attractiveness and valuation are key.
Risk management is an integral component of process.
Investment Process
Disciplined, conservative process:
Investment process that strives to deliver protection of capital in “down” markets, good participation in “up” markets, and stable cash flows.
Fundamental ranking system:
Universe focused on yield-oriented securities ranked on key factors including financial and management strength, profitability, growth and price attractiveness.
Independent bottom-up research:
Understanding companies’ business models and long-term operating strategies.
Management interviews:
Confidence gauged through management interviews, on-site visits and discussions with sell-side research analysts, customers and competitors.
Strategic outlook:
Each business evaluated in context of its industry and competitive environment
Target prices:
Price targets established and reviewed weekly to ensure consistent application of buy and sell discipline.
Top-down overlay:
Historical and current valuations and macroeconomic factors shape sector overweight or underweight decisions.
Portfolio Construction & Risk Management
The portfolio generally holds dividend paying equities, REITs, income trusts and preferred shares with positive total relative return prospects and the team’s highest target returns.
Fundamental analysis assesses business risk, liquidity and valuation risk.
Portfolio construction strikes a balance between securities with dividend growth and high and sustainable yield.
Risk management is part of the investment process, not an afterthought.
There are strict position limits on individual security weights.
Contact us
Vancouver
604-685-2020
Toronto
416-862-2020
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