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Quantitative "Q" Equity Strategies

Based on a fundamental investment philosophy, CC&L’s quantitative investment process combines sound investment principles with sophisticated risk management techniques in order to provide clients with portfolios that exhibit strong fundamental characteristics. The “Q” process is applied across different investment styles (core, value and growth) and a range of mandates including Canadian equity, US, non-US and global portfolios as well as extension and market neutral strategies.

  • Quantitative investment process: The rigorous and objective assessment of both the opportunity and risk of all stocks in the investment universe allows the construction of well-diversified portfolios. A rich and diverse set of companies is evaluated on an ongoing basis for attractive characteristics and opportunities that are created by the presence of persistent behavioural and informational inefficiencies in the market.
  • Sound investment principles: A portfolio of companies that exhibit growth and attractive valuations is expected to deliver strong risk-adjusted relative investment returns over the long run. The evaluation of investment opportunities is based on key investment themes, assessment of financial statements, analyst estimates, stock price and trading information.
  • Integrated global investment framework: Investment opportunities are assessed dynamically across country, industry and stock-specific dimensions on a daily basis allowing for a better understanding of a company’s prospects in comparison to its peers.
  • Dynamic risk control: CC&L’s proprietary risk model allows the team to manage the risk profile of portfolios according to changing market conditions in order to minimize the likelihood of negative surprises.
  • Research commitment: There is a significant commitment to the ongoing enhancement of our return and risk forecasts, portfolio construction and implementation techniques to ensure that the process is both effective and efficient.

For summary information on our Quantitative “Q” Equity solutions please download: CC&L’s Quantitative Equities Profile.

For detailed information on our Q Equity strategies, please select from the list on the left.

Contact us

Vancouver

604-685-2020

Toronto

416-862-2020

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