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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October 27, 2017

As a portfolio manager, I make a point of regularly taking an inventory of my habits and decisions.  The goal is to try to determine which are making me better and which are holding me back. 
 
In taking the time to perform a “look back analysis,” I can examine both my funds and myself.  It helps me determine how I have...

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September 28, 2017

Good morning,

It continues to be busy at Cambridge, with team members all over the globe visiting companies. This week Brandon is in Japan, Greg in Japan and Australia, Authi in New York, Ian in San Diego, Kam attending a conference in the GTA, and Steve in the UK and Germany.  So I thought I would seize this rare opportunity to author...

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September 15, 2017

We try to pass along interesting market observations when we see them. Often, what we and others see from the top down jives with what we are finding from the bottoms up or company level. It can also help put performance of different portfolios or strategies into context.

Relative to even a few months ago, we are finding more “one-off”...

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August 25, 2017

I was interviewed by CI’s Monthly Review on the Cambridge Small & Mid-Cap Equity Suite (formerly known as the Growth Suite) for their August issue. There simply was not enough room to include the entire interview in the print version, so here is the full text, complete with additional examples and context...

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