January 5, 2018

For lower risk mandates such as the Cambridge dividend suite and Cambridge Asset Allocation, protecting capital from permanent impairment is the primary objective. While this does not mean being immune to market volatility (they are not), it does mean extra emphasis must be placed on focusing on the downside. The obvious question that...

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December 15, 2017

It’s been awhile since I last wrote a blog on markets, but I thought year-end would be a great opportunity to do so. With 2017 nearly in the books, we can look back and describe it as the least volatile market we have seen in a very long time. We have seen significant gains across markets and asset classes, while experiencing very...

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December 8, 2017

Today I wanted to touch on a different topic by sharing with our clients one way Cambridge is contributing to society this year.  Throughout 2017 we have been participating in the Holland Bloorview Investor Challenge, a charitable competition focused on raising money for the Holland Bloorview Kids Rehabilitation Hospital.  For those of...

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November 24, 2017

I have been meeting with clients over the last few weeks and it’s hard not to notice the similarities in questions that come up, specifically regarding the conservative positioning reflected across our portfolios.

In Bob Swanson’s recent podcast, he discussed the positioning within the Cambridge Asset Allocation Corporate Class...

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November 9, 2017

Dear Supporters,

In an effort to continually keep you up-to-date with our thinking, we wanted to pass along a couple of interviews that were recently filmed. 

In case you missed it live, Portfolio Manager Stephen Groff, Danesh Rohinton (financials analyst) and Jordan McNamee (technology analyst) were on BNN’s Market Call on...

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