Geoff Scott's blog

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. 

A chat with our Oil and Gas and Industrials Analysts

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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.

The power of compounding value

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“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. 

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