Scheer Rowlett Canadian Equity Strategy

Highlights

  • Focused, value-oriented approach
  • Consistency of people and process
  • Consistent long-term performance

Objectives

  • Invest in a diversified portfolio of Canadian equity securities
  • Maximize long-term total returns
  • Beat the S&P/TSX Composite Index by 2% per year on average over rolling 4-year periods
  • Deliver superior risk-adjusted returns in up and down markets

Philosophy

  • Good value never goes out of style
  • Invest for the long-term using rigorous fundamental analysis
  • Buy good companies at discounted valuations
  • Deliver superior risk-adjusted returns in both up and down markets

Process

  • Fundamental value manager – seeks companies whose true intrinsic value has not been accurately reflected in its stock price.
  • Disciplined four-stage process:
    • Value screening
    • Industry outlook
    • Company analysis
    • Fair value estimates
  • Bottom-up security selection favours companies with:
    • Strong or improving earnings
    • Healthy financial positions
    • Proven management
  • Strict sell discipline is integral to process.
  • Risk controls include formal security, sector and market capitalization parameters.
  • Portfolio scrutinized to guard against unintended risks and to ensure optimal balance between risk and return.

Portfolio Manager

Scheer Rowlett & Associates Investment Management Ltd. is an independently owned firm focused on the investment management of Canadian equities. The committed and motivated team manages over $2.6 billion in total assets under management with approximately $2.4 billion of it invested in Canadian equity strategies. Scheer Rowlett is an affiliate of the Connor, Clark & Lunn Financial Group.

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