January 20, 2020
Dan Rohinton's picture

The story of David vs. Goliath has been told countless times of the smaller David takes on the much larger Goliath and wins against all odds. As a Toronto Raptors fan watching Kawahi Leonard lead us to a championship against Steph Curry and the Golden State Warriors, it really felt like a David vs. Goliath moment. However, when it...

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January 9, 2020
Brandon Snow's picture

​Happy 2020! As we embark on a new decade, I recently wrote a blog on my review of 2019 and outlook for this year. Below are key highlights from my letter:

A look back over the year

2019 has been a successful year for investors by all accounts. As of the end of November, the STP/TSX Composite Index is up 22%, S...

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December 16, 2019
Brandon Snow's picture

Dear Fundholders;

2019 has been a successful year for investors by all accounts. As of the end of November, the Toronto Stock Exchange is up 22.28%, S&P 500 Index up 27.63% and Financial Times Stock Exchange Canada Universe Overall Bond Index is up 7.79%. This is an arbitrary end point, as there was tremendous trepidation...

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December 9, 2019
Greg Dean's picture

“The hardest part of investing is avoiding doing the easy thing.”
– Greg Dean

Come February 2020, I’ll be celebrating my nine-year anniversary at Cambridge Global Asset Management (“Cambridge”). During this time, I’ve exclusively covered Canadian and global small/mid-capitalization stocks, and I believe I’...

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December 2, 2019
Brandon Snow's picture

Over the past six months or so, energy has become a much larger weight in our Canadian Equity portfolios.

Using charts from a data visualization software that we use at Cambridge Global Asset Management (“Cambridge”), I want to describe what has attracted us to find good value in the energy sector and how and why we have built...

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