Amid the recent frenzy surrounding marijuana stocks, we outline why Cambridge believes that staying true to our investment philosophy is a net positive in the long term.
Robert Swanson's blog
For a brief update on the Cambridge Asset Allocation Fund, please view our latest video. It covers the tactical nature of the fund as well as portfolio positioning in the context of current market volatility. As the Cambridge team has often stated, we focus on downside protection. We also err on the side of caution, especially as many investors have begun chasing returns within riskier areas of the market, such as digital coins and marijuana stocks.
When speaking at meetings with clients and advisors, the topic of the Cambridge Asset Allocation Corporate Class (CAA) performance and positioning invariably comes up.