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Scheer Rowlett Balanced

Product Highlights

  • Capital preservation in down markets, growth participation in up markets
  • Multi-manager: Asset class specialists
  • Conservative approach to asset allocation

Investment Objectives

  • Maximize long-term total return while protecting capital
  • Strive to consistently add value over a business cycle


  • Multi-manager makes sense. Can one manager be equally skilled in all asset classes and markets? Scheer Rowlett’s multi-manager approach brings together asset class experts with investment approaches tailored to their respective markets
  • Different approaches, common beliefs. Each of the underlying managers shares a common belief: Securities are frequently mispriced due to behavioural tendencies of investors and market inefficiencies. Markets will reflect a company’s true intrinsic value over time.
  • Protect the downside, reward the upside. A conservative approach to asset allocation is used to reduce risk. Superior security selection provides an opportunity for added value over time. Together they deliver solid added value


Asset Allocation

Scheer Rowlett, taking a mid- to long-term perspective, employs a “monitor and reset” approach (in response to economic variables and relative portfolio valuations) in managing asset allocation.

Canadian Equity

Scheer Rowlett uses a bottom-up security selection approach to find companies whose true intrinsic values have not been accurately reflected in their stock prices. The investment process involves: determining intrinsic value; finding companies with largest upside; reviewing portfolio risk; and, constructing the optimal portfolio. With a strict sell discipline, Scheer Rowlett balances return of capital and return on capital, leading to capital preservation and capital growth.

US Equity

NS Partners’ investment philosophy rests on a belief that liquidity and the supply and demand for equity drives markets. As a research-driven active manager, we combine bottom-up fundamental company analysis with industry and sector analyses with an investment style that is core with a growth bias, in addition, emphasis is placed on macro liquidity analysis for assessing the broad market environment.

International Equity

Connor, Clark & Lunn Investment Management Ltd. employs a disciplined quantitative equity investment process that capitalizes on companies exhibiting steady growth and attractive valuations. The portfolio seeks to optimize risk (through a proprietary risk model) and return with the continuous quantitative evaluation of fundamentals.

Cash & Fixed Income

Baker Gilmore & Associates Inc. seeks to assess opportunities by combining a top down approach to duration management (includes yield curve and convexity strategies) with a bottom-up security selection strategy. Baker Gilmore’s risk control process ensures that portfolio exposures are constructed with a minimum of associated risks.

Strategy Inception Date

Inception date for the Scheer Rowlett Balanced Strategy is December 31, 1992.

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