Brandon Snow's blog

Letter from the CIO

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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 at the end of 2018, where we saw markets correct by more than 15%1 in December 2018, which gave Cambridge a great opportunity to put capital to work for clients. For Cambridge, 2019 represented a year of growth and evolution towards our goal of adding value to clients through investment excellence and improved client service.

Why Energy? A Brief Historical Perspective

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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 our exposure in this sector.

Strengthening Our Team

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You can plan the most rigorous investment funds and process in the world, but it requires the right people to bring it all together. That’s why Cambridge considers the hiring process an integral part of our overall investment strategy. Not only does it reflect who we are as a team, but also impacts how we invest and grow your funds. Cambridge is excited to announce our expanded team with the addition of three new hires: Analysts Charles Morison and Oliver Shao, and Director of Investment Communications, Sonia Mahadeo.

Gaining an information edge...then and now

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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.

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