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Jun 20, 2017 | Stephen Groff

We live in a highly dynamic world where technological forces only continue to accelerate the rate of change. This has important implications for both society at large as well as how we analyze and select investments for our clients.

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Jun 08, 2017 | Geoff Scott

We have long discussed the value of active management with our clients. Building portfolios one company at a time, based on deep fundamental bottom-up research, is core to how we invest at Cambridge. This isn?t new information to those who know us well?but always worth repeating. 

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May 25, 2017 | Stephen Groff

In this edition of the bi-weekly blog, I am joined by Authi Seevaratnam, our energy analyst, who brings a unique perspective to an important sector to Canadians.

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May 23, 2017 | Brandon Snow

As a CIO and portfolio manager, I will humbly acknowledge that I could not do what I do without the support of a great team.

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May 10, 2017 | Greg Dean

Dear fellow Fund Holders,

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Apr 27, 2017 | Brandon Snow

Since the surprise Trump election last fall, we have had a few months to digest and reflect on the new world we are in.  While our first instinct was to buy any dip after the announcement, clearly most agreed with us, and the market has appreciated significantly since then.  Very quickly expectat

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