CC&L Equity Income & Growth Strategy
Highlights
- 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
Philosophy & Process
- Disciplined, conservative process that strives to deliver:
- Stable cash flows
- Good participation in “up” markets
- Protection of capital in “down” markets
- Bottom-up security selection focused on:
- Management milestones for value creation
- Company’s growth outlook
- Careful valuation analysis
- Generation of target prices for each security under coverage
Portfolio Exposures
- Careful consideration of macroeconomic themes, sector outlooks and sector valuations
- Focus on yield-oriented securities with the team’s highest target returns
- Strike a balance between securities with dividend growth and high and sustainable yield
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 $72 billion in equities, fixed income and alternative mandates for individual and institutional investors.
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CC&L Funds Inc.
June 6th, 2022