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Mar 17, 2020 | Brandon Snow

We have had unprecedented moves in many markets over the last few weeks, and it?s important to remember unprecedented things happen in the market over and over again. While this situation is unique, the market behavior is not unusual.... read more

Mar 02, 2020 | Geoff Scott

The spread of the Coronavirus and the acceleration of cases outside China last weekend has been the catalyst to a swift market correction. There is still significant uncertainty over how the virus will continue to spread, which has certainly added to the speed and magnitude of the sharp correction we?ve witnessed.... read more

Feb 18, 2020 | Grant Connor

The Fixed Income Team at Cambridge Global Asset Management strives to build conviction in our ideas daily through research, humility and discipline. This is especially important in credit because it can humble you in the blink of an eye. However, a strong process can add significant value. ... read more

Feb 03, 2020 | Greg Dean

I hope everyone had an enjoyable holiday season. We are excited to be starting into another year of working hard to bring value to our clients. I have some important announcements regarding the small-cap team, and I also want to highlight some recent additions to the portfolio we are excited about for 2020 and beyond.... read more

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 Kawhi 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