Brandon Snow's blog

Why Energy? A Brief Historical Perspective

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.

Important Question: What Are You Trying to Achieve?

One of the most important questions in an investment process – whether you’re viewing it from an asset allocation, position sizing or stock picking perspective – must be: what are you trying to achieve?

Strengthening Our Team

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

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.

Know thyself: Investing and speculation

“Never let the facts get in the way of a good story.”

-Attributed to Alan Radlo (originally Mark Twain)

Cash is offence, not defense II

As a follow-up to Tyler Hildebrand's Blog, I want to discuss what cash means to Cambridge and why it represents such an integral part of our investment process.

Year-end review: From trepidation to speculation

Supporting a good cause

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

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