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Scheer, Rowlett & Associates Investment Management Ltd.
Ratul Kapur · Asset Manager · Value
Scheer, Rowlett & Associates Investment Management Ltd. (SRA) is a Toronto-based investment firm founded in 1990, originally operating as Crown Life Investment Management Inc. In 1998, the firm adopted its current name after investment professionals and Connor, Clark & Lunn Financial Group became partners. As a specialized affiliate of the CC&L Financial Group, the firm focuses primarily on Canadian equity and balanced portfolio management. SRA serves a diverse client base, including pension plans, mutual funds, corporations, foundations, and endowments, managing several billion dollars in assets. The firm is known for its long-standing commitment to a fundamental, bottom-up value investment approach and has a history of integrating environmental, social, and corporate governance (ESG) factors into its research process.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +5.1% |
| YTD return | +0.6% |
| Sharpe ratio | 2.23 |
| Win rate | 33% |
| AUM | $0.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.cclgroup.com/scheerrowlett/en |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AEM | Agnico Eagle Mines Limited | 47.5% | -4.9% |
| QSR | Restaurant Brands International Inc | 32.1% | +9.5% |
| ASTL | Algoma Steel Group Inc | 20.3% | +29.7% |
| CNH | CNH Industrial N.V. | 0.2% | -4.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | AEM | 47.5% → 47.5% |
| Sep 7, 2026 | SELL | ASTL | 19.0% → 20.3% |
| Sep 7, 2026 | SELL | QSR | 33.5% → 32.1% |
| Sep 7, 2026 | BUY | CNH | 0.0% → 0.2% |
| Aug 24, 2026 | SELL | OTEX | 11.2% → 0.0% |
Investment Style Analysis
Scheer, Rowlett & Associates Investment Management Ltd. is widely recognized for employing a Value strategy. As of Sep 22, 2026, the firm oversees approximately $0.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Gold and Restaurants sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Scheer, Rowlett & Associates Investment Management Ltd. made a significant move by increasing exposure to AEM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is centered on the belief that equity market inefficiencies can be capitalized on over the mid-to-long term through patience and a disciplined value approach. Rather than following market trends or benchmarks, the team focuses on identifying undervalued companies by analyzing their intrinsic value, earnings ability, capital structure, and competitive position. This fundamental, bottom-up security selection process favors companies with strong or improving fundamentals and healthy financial positions. SRA also fully integrates ESG factors into its valuation framework, believing that sound corporate governance and sustainability practices are essential to delivering superior risk-adjusted returns over a full business cycle.
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 Scheer, Rowlett & Associates Investment Management Ltd..
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Frequently asked questions
How is the simulated portfolio for Scheer, Rowlett & Associates 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 Scheer, Rowlett & Associates Investment Management Ltd.'s largest holding?
As of the latest filing, Scheer, Rowlett & Associates Investment Management Ltd.'s top position is Agnico Eagle Mines Limited (AEM), representing 47.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Scheer, Rowlett & Associates Investment Management Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +5.1% with a win rate of 33%. Notably, the portfolio maintains a Sharpe Ratio of 2.23, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Scheer, Rowlett & Associates Investment Management Ltd. primarily invest in?
Scheer, Rowlett & Associates Investment Management Ltd. has a strong preference for the Gold sector, which makes up 47.5% of their disclosed assets. The portfolio also has exposure to Restaurants, indicating a specific thematic focus.
Is Scheer, Rowlett & Associates Investment Management Ltd.'s portfolio concentrated or diversified?
Scheer, Rowlett & Associates Investment Management Ltd. runs a highly concentrated portfolio with 4 disclosed positions. The top 3 holdings alone account for 99.8% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Scheer, Rowlett & Associates Investment Management Ltd. performed in 2026?
Our AI-simulated model portfolio for Scheer, Rowlett & Associates Investment Management Ltd. tracks a Year-to-Date (YTD) return of +0.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ratul Kapur manage Scheer, Rowlett & Associates Investment Management Ltd. directly?
Yes, Ratul Kapur serves as the key portfolio manager for Scheer, Rowlett & Associates Investment Management Ltd., overseeing the investment strategy and final capital allocation decisions.