PCJ Focused Opportunities Fund
Series
Quick Facts
*Prior to May 27, 2024, the trade settlement cycle for CC&L Funds was trade date (T) + 2.
Distributions
Objectives
- The PCJ Focused Opportunities Fund seeks to provide long term capital appreciation and attractive risk adjusted returns over the long term by actively investing in a portfolio of equity securities and derivatives contracts and by employing equity long short strategies.
Highlights
- PCJ team’s highest conviction ideas, long and short, with some directional exposure
- Leverage institutional process across Large & Small Cap Canada and opportunistic US exposure
- Removes constraints (long-only, domestic-only, benchmark) to pursue highest conviction opportunities
- Long biased strategy, offers alpha and some beta
- Upside participation with greater expected downside protection vs equities
- Opportunistic net exposure 35-100%
- Solution to reduce equity exposure, without reducing expected returns
Portfolio Manager
Founded in 1996, PCJ Investment Counsel Ltd. (PCJ) is an independent privately owned investment manager focused on large and small cap Canadian equities and alternative investments including equity market neutral and long/short strategies. With over $1 billion in total assets under management, the firm has a deep and stable portfolio management team focused on identifying and exploiting unique investment opportunities, and constructing portfolios with attractive risk return characteristics. PCJ is an affiliate of Connor, Clark & Lunn Financial Group.
Sector Allocation¹
For further information, please contact Connor, Clark & Lunn Funds Inc. Toll Free at 1-888-824-3120.
1. Data shown is displayed for portfolio construction illustration purposes only. Connor, Clark & Lunn Funds Inc. has retained PCJ Investment Counsel Ltd. to act as portfolio manager for the PCJ Focused Opportunity Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rate(s) of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. The specified distribution rate is a target only and may be adjusted from time to time by the Manager without prior notification to unitholders. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
CC&L Funds is part of Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), an independently owned multi-boutique asset management firm whose affiliates are collective responsible for over $142 billion in assets under management on behalf of institutional and individual investors.
Regulatory
Fund Fact Sheets
PCJ Focused Opportunity Fund Series A
DownloadPCJ Focused Opportunity Fund Series F
DownloadPCJ Focused Opportunity Fund Series I
Download*In order to comply with the International Ethics Standards Board for Accountants (“IESBA”) Code of Ethics for Professional Accountants, the auditor of CC&L Funds, KPMG LLP, is required to publicly disclose the audit and non-audit fees, on an annual basis, charged to public interest entities.
In connection with the audits of the financial statements of the public interest entities managed by CC&L Funds for the year ended December 31, 2023, the following fees (excluding applicable taxes) were paid or payable to KPMG LLP: $178,101 for audits of financial statements and $82,215 for other services.
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