View Firm Profile

Loading Map...

Scheer, Rowlett & Associates Investment Management Ltd.

Address

1400 - 130 King Street West
P.O. Box 240
Toronto, ON M5X 1C8
more_info@cclgroup.com
www.cclgroup.com

Principal Contacts

Brent Wilkins
Senior Vice President / Head of Institutional Sales, Canada
Tel: (416) 364 - 5396
bwilkins@cclgroup.com

Client Minimums

Has no minimum for private clients.

Institutional: $2,000,000

Types of Accounts Managed

  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Manitoba
  • New Brunswick
  • Nova Scotia
  • Ontario*
  • Quebec
  • Saskatchewan
  • Northwest Territories

* indicates a physical location in this province

Scheer Rowlett & Associates believes that quality never goes out of style and that personal judgment matters. The team’s philosophy is founded on the belief that inefficiencies in equity markets can be capitalized on over the mid-to long-term through patience and adherence to a value discipline.

Rather than trying to determine the next fad or time the markets, the team focuses on a company’s earnings-ability, capital structure, management capability and competitive position in order to gain insights into a company’s intrinsic value. The result is a portfolio of undervalued companies which is expected to outperform the broader market over a reasonable period of time.

Using a fundamental, bottom-up approach, Scheer Rowlett has built a strong track record while adhering to a disciplined value style and currently manage approximately $2.7 billion in assets for pension plans, mutual funds, corporations, institutional, endowments, foundations and high net worth investors.

Scheer Rowlett is part of Connor, Clark & Lunn Financial Group, a multi-boutique investment management company, whose affiliated investment teams collectively manage approximately $71 billion in financial assets on behalf of institutional and retail clients.

All non-investment management functions are centralized and are performed on behalf of Scheer Rowlett by Connor, Clark & Lunn Financial Group. The organizational strength allowed by this centralization of resources enables Scheer Rowlett to benefit from deep, high quality operational support, while maintaining its distinct and independent culture and focus on the key functions of investment management and client service.