Brandon Snow's blog

Cambridge Semi-Annual Portfolio Manager Review and Outlook

Brandon Snow's picture
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.

How to Think Through Market and Fundamental Uncertainty: Volume Two

Brandon Snow's picture
By Brandon Snow, Principal and Chief Investment Officer – As I write this update to my last blog, there are tentative signs that the COVID-19 virus is plateauing, with the increase in new infections no longer following an exponential curve. However, while market volatility has calmed down, it is still elevated.

Letter from the CIO

Brandon Snow's picture
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

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 our exposure in this sector.


Subscribe to RSS - Brandon Snow's blog