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Connor, Clark & Lunn Investment Management Ltd.

13F
Connor, Clark & Lunn Investment Management Ltd.
Last update 2024-02-09 1351 Stocks (284 new)
Value $21.46 Bil Turnover 18 %
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Connor, Clark & Lunn Investment Management Ltd. Profile

Connor, Clark & Lunn Investment Management is a private investment management firm that currently operates as a business subsidiary of its parent company Connor, Clark & Lunn Financial Group. The company was founded in 1982 and is headquartered out of Vancouver with an additional office located in Toronto. Connor, Clark & Lunn Investment Management conducts its research both internally and externally, utilizing a quantitative and fundamental analysis with both top down and bottom up stock selection methods to make its investment decisions. The firm is owned by its employees and has maintained an investment philosophy based on “capital preservation while striving to provide superior long-term performance through a consistent and disciplined investment process.” The company currently has approximately $55 billion in total assets under management spread across over 200 accounts, all of which are discretionary accounts. Both of the firm’s total number of accounts held and total assets managed have been increasing in recent years with its total number of accounts growing from 124 accounts five years prior to its amount today and its assets under management growing from less than $13 billion back in 2010 to over four times that amount today. Connor, Clark & Lunn Investment Management has over 50 employees and provides a variety of services including fixed income, equity, and balanced portfolios. The firm provides its various products and services to a variety of clients, mainly pension and profit sharing plans, which alone makes up over half of its client base, including pooled investment vehicles, high net worth individuals, charities, corporations, state or municipal government entities, and insurance companies, among others, in order of decreasing clientele. The company invests most heavily in the finance sector, which alone makes up a third of its allocations, and also invests in the energy, materials, health care, information technology, transports, and consumer discretionary sectors, among others, in order of decreasing allocation. Some of its current products include its Fundamental Canadian Equities and Quantitative Canadian Equities portfolios.
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Connor, Clark & Lunn Investment Management Ltd. Past Portfolios

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Connor, Clark & Lunn Investment Management Ltd.'s Hypothetical Growth since 2023-12-31

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