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Scheer, Rowlett & Associates Investment Management Ltd.

13F
Scheer, Rowlett & Associates Investment Management
Last update 2024-02-09 32 Stocks (0 new)
Value $1.32 Bil Turnover 4 %
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Scheer, Rowlett & Associates Investment Management Ltd. Profile

Scheer, Rowlett & Associates Investment Management Ltd. is an investment management firm based out of Toronto, Ohio. The curent company was originally established in 1998 by a group of investment professionals, of which Lloyd Rowlett is still with the company acting as its President and leading portfolio manager, and has grown from its inception to now operate with 25 total employees of which 17 are investment professionals. Scheer, Rowlett & Associates Investment Management conducts its research internally, utilizing a fundamental methodology to make its investment decisions. The firm specializes in “managing Canadian equity and balanced portfolios for pension plans, mutual funds, corporations, foundations, endowments and high net worth investors.” The company invests with a focus on the value stocks of companies, allocating its assets in the public equity markets within Canada through a bottom up stock selection process. Scheer, Rowlett & Associates Investment Management invests most heavily in the finance sector, which alone makes up almost half of the firm’s total asset allocations and also invests in the energy, materials, consumer discretionary, and transports sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations for just over 20 quarters on average and holds its top 10 allocations for just under 22 quarters on average. In the most recent quarter, Scheer, Rowlett & Associates Investment Management has had a turnover rate of approximately 6.9%. The firm’s top holdings include the Bank of Nova Scotia ADR, The Canadian Imperial Bank of Commerce, Canadian National Railway Company, the Royal Bank of Canada, and the Toronto Dominion Bank, in order of decreasing allocations. Scheer, Rowlett & Associates Investment Management was originally established as the Crown Life Investment Management Inc. before changing its name to its current one and was established by the Crown Life Insurance Company.
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Scheer, Rowlett & Associates Investment Management Ltd. Past Portfolios

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Scheer, Rowlett & Associates Investment Management Ltd.'s Hypothetical Growth since 2023-12-31

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