Invest for the long term
using fundamental analysis
Buy good companies at discounted valuations. Identify opportunities
that balance both the return OF capital and the return ON capital that
lead to capital preservation and capital growth.
These objectives are achieved by following a disciplined process to determine the optimal portfolio:
- Determine intrinsic value of every company in the investment universe
- Review stocks with the largest upside to intrinsic value
- Review risk controls at the portfolio level
- Construct optimal portfolio
- Ongoing portfolio monitoring and risk review
- Follow a strict buy and sell discipline
Integral to the investment process is a rigorous and continuously improving risk management approach that ensures that intended and unintended risks are understood at both the security and portfolio levels to balance risk and return.
For additional information on Scheer Rowlett & Associates Investment Management Ltd., please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
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Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The Scheer Rowlett & Associates Investment Management Ltd. (Scheer Rowlett) website may contain hyperlinks to websites operated by parties other than Scheer Rowlett. Such hyperlinks are provided for your reference only. Scheer Rowlett does not control such websites and is not responsible for their contents. The inclusion by Scheer Rowlett of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
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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Scheer Rowlett & Associates Investment Management Ltd.
July 4th, 2022