Over the past two years, there has been much turnover among senior management in Sweden – a development that’s proving to be a great hunting ground for new bottom-up opportunities. Since one of the most common questions Cambridge portfolio managers receive from advisors and clients is what do we do when we...read more
As a follow-up to Tyler Hildebrand's Blog, I want to discuss what cash means to Cambridge and why it represents such an integral part of our investment process. During the recent market correction, we fielded many variants of the question, “How much cash have you put to work?” This is typically advisor shorthand to ascertain...read more
Hello Cambridge blog readers,
I wanted to make sure I provided you with the chart from Goldman Sachs which I reference in my podcast (click here to listen).
Source: Goldman Sachs & Co.
Have a good week.
This commentary is...read more
While the past couple of weeks stand out in investors’ minds as unique, it is actually the preceding months that have set records.
Before the selloff began, the market was exhibiting the following characteristics – several of which were noted in Brandon Snow’s year-end blog, posted on December 15:
1) At 395 days, it was the S...read more
The recent sell-off has been swift and has taken equity markets lower throughout the world. Although it is difficult to pinpoint its exact trigger – rising inflation expectations are initially being identified as the culprit – we remain focused on executing our investment process and identifying attractive risk/reward opportunities in the...read more