Connor, Clark & Lunn Investment Management home
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
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History

 
 

Connor, Clark & Lunn Investment Management Ltd. (CC&L) was founded by Larry Lunn in 1982, and over the succeeding period grew into one of the largest and most successful investment managers in Canada. In order to better serve a broader range of client needs and in response to a changing environment, CC&L evolved into, and became a part of, the Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), a multi-boutique asset management firm whose affiliates collectively manage in assets.

1982

Larry Lunn, with five other partners, sets up operations in Vancouver and Toronto, specializing in balanced fund management.

1985

Client base expands to in excess of $500 million in assets under management with the introduction of specialty Canadian equity management.

1986

20/20 Group Financial was launched under the stewardship of John Wood providing a broad array of mutual funds to the investing public.

1987

CC&L’s reputation solidified as firm goes on record that equity markets are dangerously over-valued prior to market crash.

1989

Firm acquires talent and assets with the purchase of Dixon Krogseth Ltd., an independent money manager, lifting assets under management to in excess of $1 billion.

1990

Formed a joint venture with NS Partners Ltd (formerly known as New Star Institutional Managers Limited), a UK-based asset manager, to offer fundamental global equity management.

1992

CC&L assets under management reach $5 billion.

1995

20/20 Group Financial sold to AGF Management Limited. CC&L continues to manage assets as a sub-advisor to AGF.

1996

CC&L assets under management surpass $10 billion.

1997

Connor, Clark & Lunn Private Capital is created, focusing on meeting the investment needs of high net worth individuals.

1998

Banyan Investment Management Ltd. is incorporated and serves as our holding company for affiliated businesses and is the genesis of the CC&L Financial Group.

2000

Assets under management reach $15 billion.

2001

Alliance formed with Boston-based Arrowstreet Capital, L.P. to provide quantitative EAFE strategies to CC&L client base.

2002

CC&L restructures and forms the CC&L Financial Group with a multi-boutique structure comprised of eight independent investment managers and three distribution affiliates.

2006

CC&L reaches $21 billion in assets under management and the CC&L Financial Group $34 billion with 164 employees.

2007

CC&L celebrates its 25th anniversary.

2012

CC&L celebrates its 30th anniversary with assets under management of $25 billion. The CC&L Financial Group reaches $44 billion and has over 270 employees.

2013

Martin Gerber takes over as President and CIO of CC&L while Larry Lunn retains a full-time position and remains Chairman. CC&L assumes management of international and global equity mandates.

2017

Larry Lunn retires from CC&L as the firm celebrates its 35th anniversary. CC&L’s assets under management surpass $47 billion. The CC&L Financial Group manages over $70 billion, with over 400 employees in offices across Canada and in New York and London.

Contact us

Vancouver

604-685-2020

Toronto

416-862-2020

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