Recent interviews from Cambridge

Geoff Scott's picture

Dear Supporters,

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.

Geoff Scott


This commentary is published by CI Investments Inc. It is provided as a general source of information and should not be considered personal investment advice or an offer or solicitation to buy or sell securities. Every effort has been made to ensure that the material contained in this commentary is accurate at the time of publication. However, CI Investments Inc. cannot guarantee its accuracy or completeness and accepts no responsibility for any loss arising from any use of or reliance on the information contained herein. This commentary may contain forward-looking statements about the fund, its future performance, strategies or prospects, and possible future fund action. These statements reflect the portfolio managers’ current beliefs and are based on information currently available to them. Forward-looking statements are not guarantees of future performance. We caution you not to place undue reliance on these statements as a number of factors could cause actual events or results to differ materially from those expressed in any forward-looking statement, including economic, political and market changes and other developments. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Cambridge Global Asset Management is a division of CI Investments Inc. Certain funds associated with Cambridge Global Asset Management are sub-advised by CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. Certain portfolio managers of CI Global Investments Inc. are associated with Cambridge Global Asset Management.

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