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Jan 20, 2020 | Dan Rohinton

The story of David vs. Goliath has been told countless times of the smaller David takes on the much larger Goliath and wins against all odds. As a Toronto Raptors fan watching Kawahi Leonard lead us to a championship against Steph Curry and the Golden State Warriors, it really felt like a David vs. Goliath moment. However, when it comes to investing, we have found that putting our capital behind Goliath can be a sound investing strategy for the long term. When we do come across a market leading business with a strong competitive advantage, management that act like owners and a growth runway, we are excited to have found our next Goliath.... read more

Jan 09, 2020 | Brandon Snow

Happy 2020! As we embark on a new decade, I recently wrote a blog on my review of 2019 and outlook for this year. ... read more

Dec 16, 2019 | Brandon Snow

2019 has been a successful year for investors by all accounts. As of the end of November, the Toronto Stock Exchange is up 22.28%, S&P 500 Index up 27.63% and Financial Times Stock Exchange Canada Universe Overall Bond Index is up 7.79%. This is an arbitrary end point, as there was tremendous trepidation at the end of 2018, where we saw markets correct by more than 15%1 in December 2018, which gave Cambridge a great opportunity to put capital to work for clients. For Cambridge, 2019 represented a year of growth and evolution towards our goal of adding value to clients through investment excellence and improved client service. ... read more

Dec 09, 2019 | Greg Dean

Come February 2020, I?ll be celebrating my nine-year anniversary at Cambridge Global Asset Management (?Cambridge?). During this time, I?ve exclusively covered Canadian and global small/mid-capitalization stocks, and I believe I?ve done my best to deliver on my promise of achieving investment excellence for our clients. A few weeks ago, I held a call with advisors across Canada, and we had a good conversation. I felt that a short recap of part of that discussion was worthwhile repeating here.... read more

Dec 02, 2019 | Brandon Snow

Over the past six months or so, energy has become a much larger weight in our Canadian Equity portfolios. Using charts from a data visualization software that we use at Cambridge Global Asset Management (?Cambridge?), I want to describe what has attracted us to find good value in the energy sector and how and why we have built our exposure in this sector.... read more

Nov 04, 2019 | Stephen Groff

In the world we live in, where sentiment can turn on a dime (or a tweet), we thought it was time to comment on Cambridge Canadian Dividend Fund by reiterating the fund?s objective, reflecting on the past and offering an update on how the fund is positioned.... read more