Key Takeaways
- • Connor, Clark & Lunn Investment Management launches two UCITS funds to extend quantitative equity strategies to European investors, building on over two decades of experience in systematic investing.
- • CC&L Q Emerging Markets Equity UCITS Fund is a long-only strategy targeting capital growth relative to emerging market indices; CC&L Q Global Equity Market Neutral UCITS Fund is a long/short strategy designed to generate low-correlation returns to global equity markets.
- • CC&L Investment Management manages US$41.7 billion across asset classes through a 100-person team based in Vancouver, positioning the firm as one of Canada's largest independent asset managers.
- • Investment philosophy centers on identifying equity mispricings caused by behavioral, informational, and structural market frictions that prevent prices from efficiently reflecting company fundamentals in growth, valuation, and quality metrics.
Summary
Connor, Clark & Lunn Financial Group, a leading independent Canadian asset manager, announced the launch of the Connor, Clark & Lunn UCITS ICAV on May 5, 2021, with two initial sub-funds targeting European institutional investors. The move represents a geographic expansion of the firm's quantitative equity strategies into regulated European markets through the UCITS (Undertakings for Collective Investment in Transferable Securities) framework, which provides a standardized regulatory structure for cross-border fund distribution.
The CC&L Q Emerging Markets Equity UCITS Fund operates as an actively managed long-only equity strategy that seeks long-term capital appreciation relative to emerging market benchmarks. The companion CC&L Q Global Equity Market Neutral UCITS Fund employs a long/short equity approach designed to generate returns with minimal correlation to broader global equity market movements, allowing investors to access return sources independent of systematic equity risk. Martin Gerber, President and Chief Investment Officer of CC&L Investment Management, emphasized that the firm's quantitative equity strategies have been refined and successfully deployed for over 20 years, establishing a proven track record in systematic investing.
CC&L Investment Management operates with a team of 100 professionals managing US$41.7 billion in assets across multiple asset classes. The firm's investment approach rests on the premise that equity prices are ultimately driven by underlying company fundamentals—growth, valuation, and quality metrics—but that market pricing mechanisms remain imperfect. The firm identifies behavioral biases, informational asymmetries, and structural market frictions as sources of persistent mispricings, creating exploitable opportunities for systematic investors to generate alpha through disciplined quantitative processes.
The CC&L Q Emerging Markets Equity UCITS Fund operates as an actively managed long-only equity strategy that seeks long-term capital appreciation relative to emerging market benchmarks. The companion CC&L Q Global Equity Market Neutral UCITS Fund employs a long/short equity approach designed to generate returns with minimal correlation to broader global equity market movements, allowing investors to access return sources independent of systematic equity risk. Martin Gerber, President and Chief Investment Officer of CC&L Investment Management, emphasized that the firm's quantitative equity strategies have been refined and successfully deployed for over 20 years, establishing a proven track record in systematic investing.
CC&L Investment Management operates with a team of 100 professionals managing US$41.7 billion in assets across multiple asset classes. The firm's investment approach rests on the premise that equity prices are ultimately driven by underlying company fundamentals—growth, valuation, and quality metrics—but that market pricing mechanisms remain imperfect. The firm identifies behavioral biases, informational asymmetries, and structural market frictions as sources of persistent mispricings, creating exploitable opportunities for systematic investors to generate alpha through disciplined quantitative processes.
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