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What We Do
 
 
 
Expertise Information about our experience and capabilities
Philosophy Our approach to investment management and to delivering consistent added value
Approach Our approach to investment process, research and risk management
Investing with Scheer Rowlett Our approach and commitment to servicing our clients
Quality and value
never go out of style

Scheer Rowlett Canadian Equity

Product Highlights

  • Focused, value-oriented approach
  • Consistency of people and process
  • Consistent long-term performance

Investment Objective

  • Invest in a diversified portfolio of Canadian equity securities
  • Maximize long-term total returns
  • Beat the S&P/TSX Composite Index by 2% per year over a business cycle
  • Strive to deliver superior risk-adjusted returns in up and down markets

Investment Philosophy

  • Good value never goes out of style
  • Invest for the long term using fundamental analysis
  • Buy good companies at discounted valuations
  • Deliver enhanced risk-adjusted returns

Investment Process

  • Fundamental value manager – seeks companies whose true intrinsic value has not been accurately reflected in its stock price
  • Disciplined four-stage process:
    1. Value screening
    2. Industry outlook
    3. Company analysis
    4. Fair value estimates
  • Bottom-up security selection favours companies with:
    • Strong or improving earnings
    • Healthy financial positions
    • Proven management
  • Strict sell discipline is integral to process
  • Risk controls include formal security, sector and market capitalization parameters
  • Portfolio scrutinized to guard against unintended risks and to ensure optimal balance between risk and return

Inception Date

December 31, 1992
Connor, Clark & Lunn Financial Group home page