Mr. Alladina: The firm was founded in 1996 by three of the Principals who are currently work at PCJ Investment Counsel namely Nereo Piticco, Jack Campbell, and Heiki Altosaar. My name is Aly Alladina and I joined in March of 2000. Our fifth partner, Bryan Rock, joined in December 2006. PCJ Investment Counsel itself currently has $1.9 billion of assets under management geared specifically towards the management of institutional Canadian equity pension plans. The firm is in partnership with the Connor, Clark & Lunn Financial Group. What that means is that all of the non-core investment management attributes of running our business, things like risk reporting, operations, accounting, legal, information systems, sales and marketing are handled by the Connor, Clark & Lunn Financial Group; and all the portfolio management and client service skills are managed by PCJ Investment Counsel. The CC&L financial group itself has over $35 billion of assets under management and our clients really benefit from the focus and the expertise of those individual specialists within the group that handle all of the non-core investment management attributes.
TWST: What is the investment philosophy?
Mr. Alladina: PCJ's core philosophy is that earnings growth ultimately drives stock prices, so the majority of our time and energy is spent looking for companies that have the potential for increased earnings growth over typically the next six to eight quarters.
Tickers included in this excerpt: BMO, MGA, SJR, TRI
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