Geoff Scott's blog

What the “Great White North” and the “Land Down Under” Have in Common

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As you may recall, CI Financial Corp. (“CI”) and Australia-based GSFM Pty Limited (“GFSM”), formerly Grant Samuel Funds Management, launched their first joint product in 2017, which is managed by Cambridge Global Asset Management (“Cambridge”) and distributed to Australian institutions and retail investors by GSFM. This is a significant milestone, as it is the first CI-managed product to be distributed outside of Canada.

Asset Allocation Update

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We recently convened our quarterly Asset Allocation Committee meeting and would like to provide you with an update on our current views. In this meeting, we review our portfolio positioning, the performance of the underlying strategies in our Balanced portfolios, and each committee member shares their views on the risk/reward opportunities in their respective asset classes.

Carefully evaluating sell-off opportunities

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The recent sell-off has been swift and has taken equity markets lower throughout the world. Although it is difficult to pinpoint its exact trigger – rising inflation expectations are initially being identified as the culprit – we remain focused on executing our investment process and identifying attractive risk/reward opportunities in the market.

Some market observations and a point on FX given the material move in the Canadian dollar

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We try to pass along interesting market observations when we see them. Often, what we and others see from the top down jives with what we are finding from the bottoms up or company level. It can also help put performance of different portfolios or strategies into context.

The value of active management: Do you know your active cost?

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We have long discussed the value of active management with our clients. Building portfolios one company at a time, based on deep fundamental bottom-up research, is core to how we invest at Cambridge. This isn’t new information to those who know us well—but always worth repeating. 


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