CC&L Core Income & Growth Strategy
Highlights
- Diversified across three major income and growth oriented asset classes
- Tax-efficient income stream that is attractive and sustainable
- Conservative Growth: Focused on adding value, mindful of capital preservation
- Limits exposure to commodities to reduce volatility
- Deep, experienced institutional investment management team
Objectives
- Cash Flow: Provide tax-efficient, sustainable yield
- Capital Preservation: Preserve principal in market fluctuations
- Growth: Strive to grow capital faster than inflation
Investment Philosophy & Process
- Markets regularly deviate from fundamentals
- Top-down macro forecasting of key factors that drive bond market returns
- Bottom-up fundamental research to accurately determine default risk
- Opportunity exists when issues with low default risk are attractively valued
- A value-oriented, long-term theme-driven approach, together with a deep understanding of risk, enables Baker Gilmore to generate superior returns while avoiding credit downgrades and defaults
Portfolio Construction & Risk Controls
- Disciplined, conservative process that strives to deliver:
- Stable cash flows
- Good participation in “up” markets
- Protection of capital in “down” markets
- Combines fundamental equity research and credit analysis:
- Covering numerous operating, competitive and market factors
- Top-down strategy factors drive portfolio modeling and sector strategies:
- Macroeconomic themes, sector outlooks, sector valuations
- Multiple asset classes offer greater opportunities to add value and diversification
- Bottom-up security selection focused on:
- Sustainable, distributable cash flow
- Capital preservation
- Quality of management
Connor, Clark & Lunn Investment Management Ltd. was founded in 1982 and has grown to become one of Canada’s largest independent and privately owned investment management firms. CC&L’s multi-disciplined portfolio management teams collectively manage $76 billion in equities, fixed income and alternative mandates for individual and institutional investors.
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CC&L Funds Inc.
June 6th, 2022