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Connor, Clark & Lunn Investment Management Ltd.
Martin Gerber · Asset Manager · Multi-Strategy
Connor, Clark & Lunn Investment Management Ltd. (CC&L) is a prominent Canadian independent asset management firm established in 1982. Based in Vancouver and Toronto, the firm is an affiliate of the Connor, Clark & Lunn Financial Group, a multi-boutique investment organization. CC&L specializes in managing a diverse array of investment mandates for institutional and retail clients, including pension plans, endowments, and mutual funds. Its capabilities span domestic and global equities, fixed income, and balanced strategies. The firm is distinguished by its use of both fundamental and quantitative investment approaches, supported by a rigorous, research-driven process and a strong emphasis on risk management. As a signatory to the UN Principles for Responsible Investment, CC&L integrates environmental, social, and governance factors into its investment decisions. Over the decades, it has grown to be one of Canada's largest privately owned managers, recognized for its commitment to delivering consistent risk-adjusted performance.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +37.9% |
| YTD return | +27.4% |
| Sharpe ratio | 4.87 |
| Win rate | 50% |
| AUM | $12.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $12.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.cclinvest.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 11.3% | +19.3% |
| AEM | Agnico Eagle Mines Limited | 10.2% | +19.7% |
| AAPL | Apple Inc | 9.8% | +22.3% |
| GOOGL | Alphabet Inc Class A | 8.3% | +27.3% |
| SHOP | Shopify Inc | 7.2% | -0.8% |
| MSFT | Microsoft Corporation | 7.1% | -0.9% |
| AMZN | Amazon.com Inc | 6.3% | +10.0% |
| AVGO | Broadcom Inc | 4.5% | -0.3% |
| TSM | Taiwan Semiconductor Manufacturing | 4.2% | +31.0% |
| ASML | ASML Holding NV ADR | 3.9% | +5.9% |
| MU | Micron Technology Inc | 3.6% | +319.5% |
| WCN | Waste Connections Inc | 3.4% | -8.4% |
| V | Visa Inc. Class A | 3.2% | +5.3% |
| AMD | Advanced Micro Devices Inc | 2.9% | +186.6% |
| CVX | Chevron Corp | 2.5% | -1.4% |
| SCHW | Charles Schwab Corp | 2.4% | -10.6% |
| MA | Mastercard Inc | 2.4% | +10.5% |
| UNP | Union Pacific Corporation | 2.3% | -9.0% |
| BRK-A | Berkshire Hathaway Inc | 2.3% | +1.6% |
| META | Meta Platforms Inc. | 2.2% | +19.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | MU | 3.5% → 3.6% |
| Sep 7, 2026 | BUY | SCHW | 2.5% → 2.4% |
| Sep 7, 2026 | SELL | TSM | 4.1% → 4.2% |
| Sep 7, 2026 | BUY | MA | 2.4% → 2.4% |
| Sep 7, 2026 | SELL | ASML | 4.0% → 3.9% |
Investment Style Analysis
Connor, Clark & Lunn Investment Management Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $12.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Connor, Clark & Lunn Investment Management Ltd. made a significant move by reducing the position in MU. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
CC&L’s core investment philosophy is centered on the belief that markets are not perfectly efficient and that a disciplined, research-intensive approach can identify opportunities for alpha. The firm integrates traditional fundamental analysis with systematic, quantitative modeling to achieve objective and scalable results. Their strategy involves balancing top-down macro-economic insights with bottom-up security selection to construct diversified portfolios. Risk management is viewed as an essential component of the investment process, with proprietary models used to monitor and manage exposures. By combining specialized team expertise with a consistent framework, CC&L aims to provide superior risk-adjusted returns while adhering to a culture of collaboration and integrity.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Connor, Clark & Lunn Investment Management Ltd..
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Frequently asked questions
How is the simulated portfolio for Connor, Clark & Lunn Investment Management Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Connor, Clark & Lunn Investment Management Ltd.'s largest holding?
As of the latest filing, Connor, Clark & Lunn Investment Management Ltd.'s top position is NVIDIA Corporation (NVDA), representing 11.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Connor, Clark & Lunn Investment Management Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +37.9% with a win rate of 50%. Notably, the portfolio maintains a Sharpe Ratio of 4.87, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Connor, Clark & Lunn Investment Management Ltd. primarily invest in?
Connor, Clark & Lunn Investment Management Ltd. has a strong preference for the Semiconductors sector, which makes up 26.5% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Connor, Clark & Lunn Investment Management Ltd.'s portfolio concentrated or diversified?
Connor, Clark & Lunn Investment Management Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Connor, Clark & Lunn Investment Management Ltd. performed in 2026?
Our AI-simulated model portfolio for Connor, Clark & Lunn Investment Management Ltd. tracks a Year-to-Date (YTD) return of +27.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Martin Gerber manage Connor, Clark & Lunn Investment Management Ltd. directly?
Yes, Martin Gerber serves as the key portfolio manager for Connor, Clark & Lunn Investment Management Ltd., overseeing the investment strategy and final capital allocation decisions.