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Jul 13, 2020 | Dan Rohinton

We live in a world that is constantly evolving, especially when it comes to business. Companies are routinely looking for ways to maximize the value of their operations by purchasing industry peers or divesting themselves of divisions that would be worth more in the hands of other owners. As investors that focus on a shortlist of stocks in deep detail, we have found select companies that are going through an acquisition or divesture and therefore can provide attractive opportunities for your portfolio. ... read more

Jun 30, 2020 | Brandon Snow

Over the last three years, the performance of the Cambridge Canadian Equity Fund has not met clients? expectations, and rightfully so. After an excellent five years from inception, the last three have been subpar (third quartile to be exact). ... read more

May 19, 2020 | Stephen Groff

Arguably the greatest investor of all time, Warren Buffett, began his career as what one would describe as a deep value investor. ... read more

May 08, 2020 | Robert Swanson

On May 7, 2020, Shopify (a Canadian multinational e-commerce company) surpassed Royal Bank of Canada (the largest bank in Canada by market cap) to become the company with the largest market capitalization in Canada. ... read more

May 04, 2020 | Ian Turnbull

How nations have chosen to respond to COVID-19 has provided to be an interesting look into their innate culture, philosophy and values. ... read more

Apr 27, 2020 | Brandon Snow

By Brandon Snow, Principal and Chief Investment Officer ? As I write this update to my last blog, there are tentative signs that the COVID-19 virus is plateauing, with the increase in new infections no longer following an exponential curve. However, while market volatility has calmed down, it is still elevated.... read more