Supporting Canadian Blood Services and enhancing community impact through partnership
The CC&L Foundation is pleased to announce a contribution to Canadian Blood Services, exemplifying our commitment to community and creating a positive impact.
PCJ Sustainable Canadian
Product highlights
- Long only, all-cap Canadian Equity strategy
- Bottom up fundamental security selection
- Leverages PCJ’s fundamental research and ESG infrastructure
- Experienced team focused on Canadian equities
Investment objective
The investment team is committed to engage companies to
drive positive change and allocate capital to companies
that align with the strategy’s core values
Core values
- Revenue exposure alignment with the United Nation’s Sustainable Development Goals (SDG)
- Transition toward a low carbon economy (Scope I & II emissions)
- Best-in-class performance on Environmental, Social, and Governance (PCJ scoring)
Investment philosophy
- Market inefficiencies provide opportunities to add value
- Earnings growth ultimately drives stock prices
- Concentrated portfolios maximize value from manager insights
- Catalysts for organic growth are best identified through independent fundamental research
- Risk management is integral to creating long-term value
Investment process
- Identify high quality companies with opportunities for organic growth
- Identify catalysts for future growth, e.g. earnings announcements, restructuring
- Each stock is assigned a price target and downside risk, as well as an ESG score
- Company meetings: Validate research, confirm confidence in management
- Sector exclusions for Energy (oil, gas, coal), Mining & Resource, Extraction, Alcohol, Gambling, Adult entertainment, Tobacco and related products, Weapons
- Revenue alignment with SDG for the majority of assets
- Regular assessment of carbon exposures
Portfolio construction and
risk controls
- Optimize rewards for risk taken
- Portfolio concentrated on impact content (minimum of 50%)
- Sector weights evaluated relative to macro market themes
- Absolute and relative stock and sector limits
- Continuous monitoring of security specific and total portfolio risk
- Dynamic risk allocation is used to lock in profits and reduce risk
For more information on the PCJ Sustainable
Canadian Equity Strategy please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
Tel: 416-364-5396
Email: [email protected]
Read More
Celebrating our collective impact during Pride Month
As Pride Month draws to a close, the CC&L Foundation and employees successfully raised $13,200 for Rainbow Railroad.
CC&L Foundation supports the work of Ronald McDonald House Charities Alberta
The Connor, Clark & Lunn Foundation commits $125,000 to provide support for Ronald McDonald House Charities Alberta, an organization that provides accommodations to families who must travel for medical treatments for their seriously sick or injured child.
CC&L Foundation’s support for displaced Ukrainians
The ongoing conflict in Ukraine has displaced over 12 million Ukrainians, with many seeking refuge in neighbouring countries and beyond. The CC&L Foundation has stepped up to provide vital humanitarian aid.
Supporting food banks to help our local communities
The CC&L Foundation has donated to the Daily Bread Food Bank in Toronto for a number of years and has recently furthered support with a multi-year commitment.
For additional information on PCJ Investment Counsel Ltd., please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
Eric Hasenauer
Senior Vice President,
Co-Head of Institutional Sales, USA
John Ricketts
Senior Vice President,
Co-Head of Institutional Sales, USA
Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
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 PCJ Investment Counsel Ltd. (PCJ) website may contain hyperlinks to websites operated by parties other than PCJ. Such hyperlinks are provided for your reference only. PCJ does not control such websites and is not responsible for their contents. The inclusion by PCJ 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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PCJ Investment Counsel Ltd.
July 5th, 2022