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Asset Classes

We draw on our institutional roots to develop an increasingly broad selection of investment styles and strategies. As a client, you will have access to these, and together we will create a custom portfolio designed to meet your needs and be responsive to changes in financial markets.

In your portfolio, we can include alternative investment strategies, such as hedge strategies1, private loans, real estate, infrastructure and private equity2 investments, which have the ability to improve potential returns while reducing your portfolio's risk.

 

Bonds

Fixed Income

We can use bonds in your portfolio to provide risk mitigation, stability and income. Over time, we have developed a variety of fixed income products, each designed to better meet client objectives in times of challenging market conditions.

Our affiliate teams that manage fixed income investments combine top-down macroeconomic research with bottom-up credit analysis, taking a rigorous approach to portfolio construction and implementation.

  • Money market
  • Short-term bonds
  • Core bonds
  • High-yield bonds
  • Emerging Market Credit
  • Commercial mortgages
  • Residential mortgages

Canadian Equity

Canadian equities

We employ a flexible approach to investing in Canadian equities. By using a blend of investment styles and market capitalizations, we can add diversification to your portfolio while optimizing returns and minimizing risk. 

Common across our affiliate Canadian equity investment teams—whether taking a core, value or income approach, or specializing in large or small cap stocks—is an active management style with fundamental security selection seeking the best Canadian companies.

  • Core equities
  • Value equities
  • Income & growth equities
  • Small cap equities
  • Socially responsible equities

Global Equities

Global equities 

We implement a variety of global equity investment strategies covering a range of market capitalizations to provide clients with diversified portfolios that can optimize returns and minimize risk while remaining responsive to changes in financial markets.

Our affiliate global equity investment team combines fundamental company and economic liquidity analysis to provide long-term growth through capital appreciation.

  • North America
  • Europe
  • Far East
  • Pacific Basin
  • Emerging markets
  • Frontier markets

Alternative Investments

Alternative investments

As a client, you could have the unique opportunity to invest in up to five alternative asset classes. By investing alongside us, you can benefit from our experience as a leading alternatives investor, and can enhance your portfolio through alternative investments' superior characteristics.

Historically, access to these asset classes has only been available to institutions and pension funds; now, by investing in our alternative portfolios that directly own the underlying assets, you could embrace a unique way to address today's challenging market environment.

Responsible investing icon

Responsible investing

Environmental, Social and Governance (ESG) considerations are increasingly important to many people when making investment decisions. We integrate each of these policies into our investment approach, allowing all clients to benefit. This approach complements our investment strategies, rooted in rigorous research and transparency and executed using disciplined investment and risk-management processes.

1 Hedge Strategies is an alternative name for the CCLPC Multi-Strategy Portfolio and Private Client Multi-Strategy Portfolio.

2 Connor, Clark & Lunn Private Capital Ltd. has an administrative services agreement with Banyan Capital Partners, a division of Connor, Clark & Lunn Financial Group Ltd., to provide Connor, Clark & Lunn Private Capital Ltd. clients with opportunities to participate in various private equity investments created and structured by Banyan Capital Partners. However, Connor, Clark & Lunn Private Capital Ltd. does not act as investment manager to the client in respect of any investment by the client in such investments and Connor, Clark & Lunn Private Capital Ltd. does not make any suitability recommendations or give any investment advice for such investments. Connor, Clark & Lunn Private Capital Ltd. encourages all clients to review and consider all of the information provided by Banyan Capital Partners in respect of any private equity investment and to consult with their independent financial, legal and tax advisors before making an investment decision. 

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