September 9, 2019
Greg Dean's picture

We’ve recently had several questions regarding Cambridge Growth Companies Corporate Class, and I believe it’s my duty to be transparent and candid about what we’re doing and why, especially when short-term performance is weak.

Since we wrote...

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August 23, 2019
Greg Dean's picture

Dear fellow Fundholders:

Please see the table below for the year-to-date performance (i.e., as at June 30, 2019) of our funds that invest in small-capitalization companies.

 

Fund Performance (%), Series F

Fund Year-to-date 1 Year... read more
August 12, 2019
Stephen Groff's picture

At Cambridge Global Asset Management (“Cambridge”), the vast majority of our time is spent analyzing companies. A common trait found at many of the best companies is a strong culture that is underpinned by a desire to continue improving. In today’s highly competitive world, if you stand still, you’re actually falling behind.

What makes...

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July 3, 2019
Geoff Scott's picture

We recently held our quarterly Asset Allocation Committee meeting, where several Cambridge Global Asset Management (“Cambridge”) team members meet to discuss key questions that drive the investment decisions we are making for our clients: What has changed since the last quarter? How have our balanced funds been performing? Where are we...

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June 18, 2019
Stephen Groff's picture

With the sharp reversal in investor sentiment over the past couple of years, we have been finding a number of attractive risk/reward opportunities in the Canadian energy sector. We don’t own all Canadian energy companies; we own a select group of high-quality, free cash flow–generating businesses trading at attractive prices. Strong... read more

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