Brandon Snow's blog
Today I wanted to touch on a different topic by sharing with our clients one way Cambridge is contributing to society this year. Throughout 2017 we have been participating in the Holland Bloorview Investor Challenge, a charitable competition focused on raising money for the Holland Bloorview Kids Rehabilitation Hospital. For those of you who haven’t heard of Holland Bloorview, it is Canada’s largest children’s hospital for kids with disabilities and a global leader in care, education and research for this area. As a father of three, I am fortunate that none of my children have n
As a CIO and portfolio manager, I will humbly acknowledge that I could not do what I do without the support of a great team. In his May 10th blog, Greg mentioned that since 2011 we have interviewed close to 250 people for various positions, with fewer than 5% making the cut.
Since the surprise Trump election last fall, we have had a few months to digest and reflect on the new world we are in. While our first instinct was to buy any dip after the announcement, clearly most agreed with us, and the market has appreciated significantly since then. Very quickly expectations for reduced regulations (financial, energy, etc.), rate hikes, lower taxes, and fiscal stimulus were discounted by the market.
This week, we chat with Danesh Rohinton, our global financials analyst. As Steve mentioned in his March 30 blog (“Around the world in search of the best companies”), a number of Cambridge team members have been travelling the world recently. As the title of Steve’s blog indicates, many team members were on due diligence trips, meeting management teams and doing site visits in search of solid companies and evaluating the risk/reward opportunity sets they present.