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About Us An overview of our organization
History Historical time line of CC&L Investment Management
People Team structure, personnel and biographies
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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
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CC&L Group Canadian Q Growth

Investment Objective

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


  • Quantitative approach: emphasis on growth characteristics
  • Disciplined and objective investment process
  • Broad diversification
  • Focus on companies with strong fundamental characteristics
  • Proprietary database covering 14,000 stocks
  • Proprietary risk model and portfolio construction process
  • Deep, stable and experienced management team

Investment Philosophy

  • Philosophy is based on sound fundamental investment principles.
  • Informational and behavioural inefficiencies can be exploited within equity markets.
  • Investment process is rigorous, objective and applied with consistency and discipline.
  • Investment opportunities are dynamically assessed across industries and stocks on a daily basis.
  • Risk management reduces the potential negative impact of unexpected market volatility.
  • A significant commitment to the ongoing research and development enhances the process.

Investment Process

  • Quantitative process: Disciplined, risk-controlled investment approach
  • Fundamental ranking system: Evaluation of investment opportunities based on key investment themes, assessment of financial statements, analyst estimates, stock price and trading information
  • Evaluation of full investment universe: Continuous evaluation of all opportunities in the investment universe
  • Forecasts for return and risk: Fundamental rankings are grouped into four key investment themes and used daily as input to develop risk and return forecasts
  • Disciplined risk management process: Stock and sector exposures as well as overall portfolio risk are managed using state of the art risk management techniques
  • Proprietary industry classifications: All stocks grouped into industry sectors, custom classifications provide appropriate peer comparisons, better investment decisions
  • Ongoing research: Markets are in constant evolution, significant commitment to the ongoing enhancement of investment process and quantitative investment techniques

Portfolio Construction & Risk Management

  • Stock positions are determined using a proprietary portfolio construction process.
  • Daily optimization ensures that portfolios profit from new opportunities as they arise.
  • Transactions costs are explicitly factored into investment decision-making.
  • Proprietary factor-based risk model generates daily risk forecasts.
  • Portfolio is optimized relative to client specific benchmarks.
  • There are explicit position limits; portfolio is well diversified.

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