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Oct 19, 2020 | Dan Rohinton

In a challenging year that has seen a global pandemic lead to economic hardship we haven?t experienced since the Great Depression, it?s an understatement to say there?s been a lot to process in 2020. On top of this, the U.S. presidential election is garnering even more attention.... read more

Aug 25, 2020 | Stephen Groff

These are unprecedented times and we believe it is difficult, if not impossible, to know exactly what lies ahead. In this time of uncertainty, we believe Cambridge Canadian Dividend Fund is an attractive option to include as a part of an overall investment strategy. Protecting and compounding investor capital over time is this fund?s objective, and in a period of elevated valuations, record low interest rates and continued uncertainty, these objectives are as critical as ever.... read more

Aug 13, 2020 | Brandon Snow

This year has brought about the largest economic shock in modern history as well as the largest stimulus response in history. Cambridge Canadian Equity Fund began the year with a cyclical bias, but as the pandemic gained ground, we began reducing our investment in the energy sector and cyclical exposure.... read more

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