Philosophy   |  Strategies  |   Investment Team  |   Podcasts  |   Blogs
Aug 12, 2019 | Stephen Groff

At Cambridge Global Asset Management (?Cambridge?), the vast majority of our time is spent analyzing companies. A common trait found at many of the best companies is a strong culture that is underpinned by a desire to continue improving. In today?s highly competitive world, if you stand still, you?re actually falling behind.... read more

Jul 03, 2019 | Geoff Scott

We recently held our quarterly Asset Allocation Committee meeting, where several Cambridge Global Asset Management (?Cambridge?) team members meet to discuss key questions that drive the investment decisions we are making for our clients: What has changed since the last quarter? How have our balanced funds been performing? Where are we seeing good risk/reward opportunities across different asset classes? Do we need to make any asset mix changes to our balanced portfolio given our outlook?... read more

Jun 18, 2019 | Stephen Groff

With the sharp reversal in investor sentiment over the past couple of years, we have been finding a number of attractive risk/reward opportunities in the Canadian energy sector.... read more

Jun 03, 2019 | Geoff Scott

As you may recall, CI Financial Corp. (?CI?) and Australia-based GSFM Pty Limited (?GFSM?), formerly Grant Samuel Funds Management, launched their first joint product in 2017, which is managed by Cambridge Global Asset Management (?Cambridge?) and distributed to Australian institutions and retail investors by GSFM. This is a significant milestone, as it is the first CI-managed product to be distributed outside of Canada. ... read more

May 21, 2019 | Brandon Snow

One of the most important questions in an investment process ? whether you?re viewing it from an asset allocation, position sizing or stock picking perspective ? must be: what are you trying to achieve? ... read more