In an effort to continually keep you up-to-date with our thinking, we wanted to pass along a couple of interviews that were recently filmed.
In case you missed it live, Portfolio Manager Stephen Groff, Danesh Rohinton (financials analyst) and Jordan McNamee (technology analyst) were on BNN’s Market Call on October 30th. They discussed their views on Canadian and global equities as well as shared their top picks. It was a broad-ranging discussion during the hour-long program, with the conversation tilted towards financial and technology stocks – Dan’s and Jordan’s specializations.
The BNN interview can be viewed at the following link: Cambridge Team on BNN
In a second video, Portfolio Manager Stephen Groff had the opportunity to sit down for a conversation with STORE Capital CEO Chris Volk at the CI Leadership Forum in Palm Springs. This time, Steve got the chance to ask the questions as they covered a number of topics, including the state of the U.S. real estate market and how STORE Capital creates value. Chris has decades of experience in real estate and is highly regarded within the industry as well as at Cambridge.
The STORE Capital interview can be viewed below.
We hope you find these videos useful in understanding how we analyze companies, industries and management teams as we build portfolios for our clients.
Thank you for your continued support.
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