Greg Dean's blog

Small-cap funds review: First-half 2018

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The purpose of this letter is to provide you with an update on first-half results across the Canadian and Global small-cap portfolios. But first, I’d like to start by discussing an important upcoming anniversary that serves to highlight two key things: the benefit of taking a long-term approach when investing; and the importance of well-reasoned decision-making.

Would sales people build great cars?

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I’ve been fortunate over the years to meet many of our clients – both advisor partners, and the families and individuals who own our funds directly. Collecting feedback and thanking those who trust us with their hard-earned savings is one of my favourite parts of the job. Often on these visits I’m asked, “So, which fund should I buy?” This is usually met with a blank stare by myself or a member of my team because the honest answer is, “it depends”. That’s rarely the answer people expect, so I want to provide some context and draw parallels to a different industry in order to illustrate why I believe the investment professionals at Cambridge are not always best positioned to answer that question.

Deep dive on the Cambridge Small & Mid-Cap Equity Suite

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I was interviewed by CI's Monthly Review on the Cambridge Small & Mid-Cap Equity Suite (formerly known as the Growth Suite) for their August issue. There simply was not enough room to include the entire interview in the print version, so here is the full text, complete with additional examples and context.

Animal spirits - a cautionary tale?

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Wow! What a change in sentiment we have seen over the last 12 months around stocks. At this time last year, we were inverting the colours of our Bloomberg terminals for companies on our watch list, so that when stocks were down they showed in GREEN! Then, the popular debate was whether the U.S. and rest of world were entering a recession and whether China would devalue its currency.

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