Despite a relatively unremarkable year in terms of market returns to date (+4% for the S&P 500 Index; -4% for the S&P/TSX Composite), it’s been an interesting journey. Here’s an update on some of the things we’ve been working on over the last few months.
It is important to note our portfolios have historically and will continue...read more
Access to information is critical to gaining “an edge” when investing, helping us to avoid losses or generate gains. Importantly, the nature and source of this information has changed dramatically over the centuries – with the speed of change accelerating in recent times – alongside the investment industry itself. We now live in an age of...read more
Well, so much for a quiet summer! Throughout the last few months we’ve remained highly focused on making the best long-term investment decisions for our clients amid ever-growing risk appetites and return expectations. In order to support that, we’ve also been extremely busy developing our hiring plans.
That’s the focus of this blog. We...read more
Cambridge has provided fixed-income management through our multi-asset portfolios for some time, and we wanted to provide more detail on our investment process and the various portfolio construction tools on which we rely. Our actively managed bond portfolios are constructed using four primary strategies that both add value and control risk. ...read more
Dear fellow fundholders,
The purpose of this letter is to provide you with an update on first-half results across the Canadian and Global small-cap portfolios. But first, I’d like to start by discussing an important upcoming anniversary that serves to highlight two key things: the benefit of taking a long-term approach when investing;...read more