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 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
