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 Core Plus Bond
CC&L Ultra Long Bond
CC&L Alternative Income
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
CC&L Q Global Small Cap
CC&L Q International Small Cap
CC&L Q Global Equity Extension
Balanced
Our approach to managing balanced solutions and the investment strategies we offer
CC&L Enhanced Balanced
CC&L Combined Equity
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
CC&L Group Equity Income & Growth
Our Strategies
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Investment Strategies
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Group Retirement
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CC&L Group Income and Growth
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Overview
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CC&L Group Income and Growth
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 Core Plus Bond
CC&L Ultra Long Bond
CC&L Alternative Income
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
CC&L Q Global Small Cap
CC&L Q International Small Cap
CC&L Q Global Equity Extension
Balanced
CC&L Enhanced Balanced
CC&L Combined Equity
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
CC&L Group Equity Income & Growth
Overview
More Information
Investment Objective
Construct a portfolio of primarily income-oriented equity instruments and investment grade and non-investment grade bonds focused on maximizing the long-term total return while generating a portfolio yield in excess of that of the benchmark, 25% FTSE Canada All Corporate Bond Index, 25% S&P/TSX Capped REIT Index and 50% S&P/TSX Composite Index
Maintain total portfolio risk at a level similar to that of the benchmark
Highlights
Diversified across three major income and growth oriented asset classes.
Focused on adding value, mindful of capital preservation.
Limited exposure to commodities to reduce volatility.
Deep, stable team with long track record.
ESG considerations integrated into the strategy.
Investment Philosophy
Macroeconomic themes influence markets over longer term.
Opportunities exist when fundamentals vary from consensus expectations.
All capitalization coverage maximizes breadth of opportunities.
Multiple asset classes offer greater opportunities to add value and diversification.
Price attractiveness and valuation are key.
Risk management is 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:
Combining fundamental equity research and credit analysis focused on sustainable, distributable cash flow, capital preservation and quality of management.
Management interviews:
Confidence gauged through management interviews, on-site visits and discussions with 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 disciplines.
Top-down overlay:
Historical and current valuations and macroeconomic factors shape sector overweight or underweight decisions.
Portfolio Construction & Risk Management
The portfolio generally holds fixed income securities along with dividend paying equities, REITs, income trusts, and preferred shares with superior total return prospects backstopped by a proven commitment to return capital to shareholders.
Fundamental analysis assesses business risk, liquidity and valuation risk and sustainability of distributable cash flow.
Fixed income securities including high yield bonds are used as a source of diversification, safety and yield.
Risk management is part of the investment process, not an afterthought.
Strict position limits on individual security weights
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Vancouver
604-685-2020
Toronto
416-862-2020
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