Savings Fund Manager
Connor, Clark & Lunn
Founded in 1982,
Connor, Clark & Lunn is one of Canada’s largest independent money management firms. With nearly $8 billion in fixed income assets under management, many of Canada’s leading institutions and wealthy individuals trust CC&L to manage bonds and other fixed income investments on their behalf.
While searching for the ideal fixed income manager, we looked at four key criteria:
Investment Philosophy
In managing fixed income assets, CC&L believes it's crucial to pursue a variety of strategies in order to add value. This results in portfolios that hold a greater number securities with a higher level of turnover than equity portfolios. CC&L’s investment process involves taking measured risks that seek to add value in a number of areas. They believe that disciplined decision making coupled with thoughtful quantitative analysis and rigorous risk management produces superior returns. Sounds boring, but they are fixed income managers after all. And it works.
Experience
The firm’s fixed income team has depth and a range of experience not typically seen in the industry. The team consists of 9 investment professionals, with an average of 15 years of industry experience. CC&L has managed fixed income assets for over 20 years and has earned a reputation as one of the industry’s best.
Evidence of Success
CC&L is adept and experienced at creating customized mandates for their clients. This is important because we’ve assigned them the task of building and managing a unique income portfolio that is designed with investors’ needs, rather than the composition of the index, in mind. Over the last two decades, their fixed income team has delivered in providing market beating returns for their clients.
Scalability
While size can be an impediment to managing equities, it’s an asset in fixed income management, where economies of scale and market position are important. As one of the largest partner-owned money management firms in Canada, CC&L has the resources, research capabilities and market presence necessary to deliver consistent outperformance.
