Scheer Rowlett

Aiming to deliver alpha and preserve
capital over the mid-to long-term.

TEAM OF

8

185 +

YEARS OF INDUSTRY EXPERIENCE

TOTAL AUM

$ 2.6 B

Fundamental, bottom-up approach

“In the fullness of time, a competitive company producing a good or a service that is in demand should be able to generate a reasonable return – if returns are too low, competitors leave and returns normalize; if returns are too high, competitors join and returns normalize.” – Lloyd E. Rowlett

Using a fundamental, bottom-up approach, Scheer Rowlett has built a strong 26 year track record of investing in equities with a disciplined value approach. Scheer Rowlett currently manages over $2.4 billion in assets for pension plans, mutual funds, corporations, institutional, foundations and endowments.

Connor, Clark & Lunn
Financial Group Ltd.

Scheer Rowlett is part of Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), an independently owned multi-boutique asset management firm whose affiliates are collectively responsible for approximately $98 billion in assets under management on behalf of institutional, private and retail clients.

Responsible investing

Since the inception of our investment mandate, we at Scheer Rowlett have considered Environmental, Social and Corporate Governance (ESG) factors to be important in our research and due diligence process, integrating these factors into our bottom up valuations.