Scheer, Rowlett & Associates Investment Management LTD.
Scheer, Rowlett & Associates Investment Management Ltd. is a Canadian asset management firm headquartered in Toronto, Ontario. Founded in 1996, the company specializes in Canadian equity investment management for pension plans, mutual funds, corporations, institutions, endowments, foundations, and high-net-worth investors. Scheer Rowlett is part of Connor, Clark & Lunn Financial Group, an independently owned multi-boutique asset management organization. The firm employs a fundamental, bottom-up value approach with full ESG integration and has built a track record of preserving capital and delivering alpha over the mid- to long-term horizon. The firm serves institutional, private, and retail clients and manages over $3.4 billion CAD in assets.
Investment Strategy
Scheer, Rowlett & Associates Investment Management Ltd. employs a disciplined value-investing approach using a fundamental, bottom-up process. The investment strategy fully integrates Environmental, Social, and Corporate Governance (ESG) considerations into analysis and valuations. The firm seeks to deliver consistent long-term capital returns by focusing on competitive Canadian companies with sustainable businesses. The research process emphasizes the normalization of returns through market competition, aiming to preserve capital and generate alpha for clients. Scheer Rowlett manages assets for pension plans, mutual funds, corporations, institutions, endowments, foundations, and high-net-worth investors with a dedicated focus on Canadian equities.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RY | ROYAL BK CDA | 11.26% | $173.8M | 1,318,261 | $80.28 | $131.55 | +$29.3M |
T TD | TORONTO DOMINION BK ONT | 10.07% | $155.6M | 2,113,730 | $47.15 | $73.45 | +$32.3M |
B BN | BROOKFIELD CORP | 6.39% | $98.6M | 1,592,795 | $33.27 | $61.85 | +$17.5M |
C CNI | CANADIAN NATL RY CO | 5.42% | $83.6M | 802,257 | $79.92 | $104.04 | +$12.5M |
T TRP | TC ENERGY CORP | 5.19% | $80.2M | 1,643,567 | $41.80 | $48.79 | +$25.2K |