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 over $118 billion in equities, fixed income and alternative mandates for individual and institutional investors.
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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
