Add new comment

Brandon Snow's picture
Submitted by Brandon Snow on

I can’t offer specifics on the weightings because they change depending on where the opportunities are, but I can confirm a few things:

1) 50% of the portfolio has to be allocated in Canada. The balance can be anywhere.

2) The portfolio will always consist mainly of small and mid-cap holdings. These would be names with a market cap under $10 billion, which is a global mid-cap threshold rather than a Canadian one.

3) We like to maintain a high level of liquidity on 50% of the portfolio; we want to be able to increase our cash to 50% within a week (assuming we are 20% of average daily volume).

 

We welcome your comments and questions for the Cambridge team and will respond as soon as possible. Please note that all comments are reviewed for their relevance to the topics discussed in the blog, and that comments may be edited.