Baker Gilmore Canadian Bond Strategy
Highlights
- Specialty fixed income manager – bonds are all we do
- Fundamental value-oriented approach
- Proven forecasting skills
- Leading-edge risk management and attribution
Objectives
- Maximize long-term total returns
- Protect capital from major market fluctuations
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
- Leading-edge risk and attribution systems
- Risk management is integral to the investment process
- Strategies chosen optimize risk/return trade-offs
- Targeted top-down exposures are achieved through careful security selection
- Weekly review ensures portfolio positioned for highest risk-adjusted expected return
Founded in 1988 and based in Montreal, Baker Gilmore & Associates Inc. is one of Canada’s largest specialty fixed income managers with over $8.6 billion in assets under management on behalf of insurance companies, pension plans, corporations, mutual funds and non-profit institutions. Baker Gilmore is part of the Connor, Clark & Lunn Financial Group, a multi-boutique asset management firm whose affiliated companies collectively manage over $118 billion in assets.
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The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
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CC&L Funds Inc.
June 6th, 2022
