PCJ Canadian
Small Cap Equity

Product highlights

  • Bottom-up fundamental security selection
  • Concentrated portfolios maximize alpha opportunity
  • Experienced team focused on Canadian equities
  • Focus on growth opportunities
  • Effective offset to core and value-style managers

Investment objective

Our strategy is designed to identify high quality small capitalization
companies with superior opportunities for organic growth

Investment process

  • Identify high quality companies with opportunities for organic growth with a float-adjusted market capitalization ranging from $100 million to $3.5 billion.
  • Screen using growth variables, e.g. ROE, earnings momentum
  • Identify catalysts for future growth, e.g. earnings announcements, restructuring
  • Company meetings: Validate research, confirm confidence in management
  • Proprietary ranking system: Confidence and quality of growth opportunity

Portfolio construction and risk controls

  • Optimize rewards for risk taken
  • Portfolio concentrated on best ideas
  • 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 Canadian
Small Cap Equity Strategy please contact:

Brent Wilkins

Senior Vice President,
Head of Institutional Sales, Canada

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PCJ Investment Counsel Ltd.
July 5th, 2022