Scheer Rowlett
Socially Responsible
Canadian Equity Strategy

Product highlights

  • Fifteen-year + track record of alpha generation
  • Consistent and disciplined application of value investment philosophy
  • ESG factors fully integrated into valuations along with a third-party
    Responsible Investment screen
  • Ability to customize to client’s ESG/Responsible Investment criteria
  • Leverage the scale of CC&L Financial Group with approximately $98 billion in AUM

Objective

  • Generate 2% alpha per annum versus S&P/TSX Composite Index, over a business cycle
  • Strive to deliver superior risk-adjusted returns over the long term

 

Strategy inception date

  • Inception date of the Scheer Rowlett Socially Responsible Canadian Equity strategy is October 31, 2006.

For more information on the Scheer Rowlett
Socially Responsible Canadian Equity Strategy please contact:

Brent Wilkins

Senior Vice President,
Head of Institutional Sales, Canada

Download V-Card