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Who We Are
About Us An overview of our organization
History Historical time line of CC&L Investment Management
People Team structure, personnel and biographies
Corporate Brochure Access our corporate brochure
CC&L in the Community CC&L’s involvement with charitable and professional organizations
Affiliated Companies Access our affiliates
What We Do
Expertise Information about our experience and capabilities
Investment Approach Our approach to investment management, research, opportunities and risk
Investment Strategies Details about the investment services we offer
Client Services Our approach and commitment to servicing our clients
Responsible Investing Our approach to Responsible Investing
Our Strategies
Investment Strategies Access detailed information on our full range of strategies
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CC&L Group Canadian Equity

Investment Objective

  • Generate returns equal to the return of the benchmark, 98% S&P/TSX Capped Composite Index + 2% FTSE Canada 91 Day T-Bill Index, plus 2% per annum over a market cycle.
  • Maximize long-term total return while prudently managing investment risk relative to the benchmark.


  • Diversified core approach using both fundamental and systematic investment strategies.
  • Carefully managed exposure across all market caps with no persistent tilts to value or growth.
  • ESG considerations integrated into each strategy.
  • Deep, stable and experienced investment teams.
  • Long track record managing systematic and fundamental equity portfolios.

Investment Philosophy & Process

  • A diversified portfolio that leverages complementary Canadian Equity strategies.
  • Fundamental approach
    • In-depth analysis of each company that uses a fundamental ranking system combined with independent bottom-up research and a top down overlay that includes macroeconomic factors.
    • Target prices determined by specialized analysts.
  • Systematic approach
    • Broad evaluation of entire investment universe to construct a portfolio of companies exhibiting steady growth and attractive valuation.
    • Systematic approach that is rigorous and applied with consistency and discipline leads to objective forecasts.

Portfolio Construction & Risk Management

  • Diversified core approach using both fundamental and systematic investment strategies.
    • CC&L Fundamental Canadian Equity: all-cap portfolio of Canadian core equity securities managed using a fundamental, bottom up security selection approach.
    • CC&L Q Canadian Equity Core: portfolio of Canadian equity securities managed using a systematic, disciplined and dynamic approach with a fully integrated proprietary investment model.
  • Risk management is part of the investment process, not an afterthought.
  • Stock and sector exposures as well as overall portfolio risk are managed using state of the art risk management techniques.
  • There are strict position limits on individual security weights.

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