Geoff Scott's blog

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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