Scheer Rowlett & Associates Investment Management Ltd.

Overview

Scheer Rowlett & Associates Investment Management Ltd. is a Canadian investment management firm specializing in equity and fixed income portfolios for institutional clients. They manage assets for pension plans, mutual funds, corporations, foundations, and endowments, offering customized equity and balanced fund portfolios. Their investment philosophy is founded on the belief that inefficiencies in equity markets can be capitalized on over the mid-to long-term through patience and adherence to a value discipline. Rather than trying to determine the next fad, mimic the benchmark or time the markets, they focus on a company’s earnings ability, capital structure, management capability and competitive position in order to gain insights into a company’s intrinsic value. The result is a portfolio of undervalued companies which they expect to outperform the broader market over a business cycle. Integral to the investment process is a rigorous and continuously improving risk management approach that ensures that intended and unintended risks are understood at both the security and portfolio levels to balance risk and return.

Investment Focus

• Suitable for institutional clients including pension plans, mutual funds, corporations, foundations, and endowments

Portfolio Companies