Company Profile icon Company Profile

Lincluden Investment Management Ltd.

Head office:
Mississauga, ON
Assets Managed:
$4.6 Billion (2021-09-30)

Company Profile

Lincluden Investment Management (Lincluden) is an employee owned (40% employees / 60% Morguard Investment) investment management firm headquartered in Mississauga, Canada with combined assets under management (AUM) of $18B. Founded in 1982, Lincluden invests in a broad spectrum of asset classes for institutional clients, that include equity, fixed income, balanced and real estate. They adhere to a strict value philosophy across all their products.

Investment Approach

Lincluden's approach to Canadian dividends is rooted in a time-tested value discipline that focuses on uncovering mispriced securities and identifying great businesses with a focus on long-term investing. Fundamental to this approach is the proprietary and independent research conducted within the firm, that quantitatively grades and qualifies companies on their business & financial quality, historical volatility and valuation attractiveness.

Companies are assigned an overall business quality score based on the aggregation of the aforementioned criteria and selected according to their quality, required price discount, targeted yield and maximum weighting within the portfolio. Capital protection is paramount in this investment approach, and Lincluden exercises a strong sell discipline when a valuation target has been achieved or a change in company fundamentals occurs.

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Funds Managed icon Funds Managed

NEI Canadian Dividend Fund†

Canadian Dividend & Income Equity

Lead Managers:
Peter Chin
James Lampard

Inception Date Morningstar Profile
2002-10-18 A
2003-02-07 F
2018-12-03 P
2018-12-03 PF

†Effective December 14, 2016, the portfolio sub-advisor of the NEI Canadian Dividend Fund has changed from Beutel, Goodman & Company Ltd. to Lincluden Investment Management Limited.

Lead Manager icon Lead Managers

Peter Chin

Peter Chin

Vice President, Equities

Peter Chin joined Lincluden in 2004 and has almost 30 years of investment experience. He began his career at Confederation Life as an analyst progressing to portfolio management. He has Corporate Finance and Investment Banking experience with two major securities firms. Prior to joining Lincluden he was the Director of Research and Lead Portfolio Manager, Canadian Equities at Connor Clark & Company. Mr. Chin is a graduate of York University and the University of Western Ontario and is a CFA charterholder.

James Lampard

James Lampard

Vice President, Equities

James Lampard joined Lincluden in 2003 and has over 35 years of investment experience. His career began at OMERS where thereafter he assumed a portfolio management role at Ontario Teachers' Pension Plan Board. He was a partner and Portfolio Manager at Beutel Goodman before joining Lincluden. Mr. Lampard is a graduate of York University and is both a CA and CFA charterholder.