These are unprecedented times and we believe it is difficult, if not impossible, to know exactly what lies ahead. In this time of uncertainty, we believe Cambridge Canadian Dividend Fund is an attractive option to include as a part of an overall investment strategy. Protecting and compounding investor capital over time is this fund’s objective, and in a period of elevated valuations, record low interest rates and continued uncertainty, these objectives are as critical as ever.
This year has brought about the largest economic shock in modern history as well as the largest stimulus response in history. Cambridge Canadian Equity Fund began the year with a cyclical bias, but as the pandemic gained ground, we began reducing our investment in the energy sector and cyclical exposure.