Geoff Scott's blog
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.
In this installment of the video blog, we feature two of our newer team members, Derek Cangiano and Authi Seevaratnam. They share a bit about their background and provide some thoughts on their respective sectors as they continue to ramp up coverage. We hope you find it informative.
“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't... pays it.” - Albert Einstein
Much like Einstein’s famous quote, we too believe in the incredible power of compounding over the long term. In fact, we’ve built our investment process to identify just that – companies that will compound value over the long term.