One of the most important questions in an investment process – whether you’re viewing it from an asset allocation, position sizing or stock picking perspective – must be: what are you trying to achieve?
Every investment decision needs a plan because it’s too easy to exchange your hard-earned money...
We continue to make strides toward achieving our team’s objective of delivering investment excellence and adding value to clients. To support these efforts, we are pleased to announce that we are looking to expand by recruiting several Global Equity Analysts to join our Investment Team.
Do you have...read more
Since an initial blog on August 29th, 2018 outlining Cambridge’s fixed-income investment process and the tools we use to add value and control risk, we wanted to expand on that and provide greater detail, along with an example of the tools in action within Cambridge Bond Fund (the “Fund”).... read more
We recently convened our quarterly Asset Allocation Committee meeting and would like to provide you with an update on our current views. In this meeting, we review our portfolio positioning, the performance of the underlying strategies in our Balanced portfolios, and each committee member shares their views on the...read more
Amid the recent frenzy surrounding marijuana stocks, we outline why Cambridge believes that staying true to our investment philosophy is a net positive in the long term.
Hardly a meeting goes by these days when we don’t get asked about cannabis stocks and why we don’t own any. Our explanation typically begins with a review of the...read more