As Canadians, we appreciate that while our country is large geographically, in the context of the global economy, we are...
In a challenging year that has seen a global pandemic lead to economic hardship we haven’t experienced since the Great D...
To say we’ve been living in interesting times is an understatement. This past year has seen:
• A global pandemic.
...
This year has brought about the largest economic shock in modern history as well as the largest stimulus response in his...
We live in a world that is constantly evolving, especially when it comes to business. Companies are routinely looking fo...
Over the last three years, the performance of the Cambridge Canadian Equity Fund has not met clients’ expectations, an...
Arguably the greatest investor of all time, Warren Buffett, began his career as what one would describe as a deep valu...
On May 7, 2020, Shopify (a Canadian multinational e-commerce company) surpassed Royal Bank of Canada (the largest bank i...
How nations have chosen to respond to COVID-19 has provided to be an interesting look into their innate culture, phi...
As I write this update to my last blog, there are tentative signs that the COVID-19 virus is plateauing, with the increa...
These are unprecedented times and I feel it is important to communicate with clients during this market volatility on w...
We wanted to provide an update on how we are adapting to the rapidly changing environment. These are challenging tim...
As part of our regular equity research process, we recently met with a management team running a global private equi...
We have had unprecedented moves in many markets over the last few weeks, and it’s important to remember unprecedented th...
The spread of the Coronavirus and the acceleration of cases outside China last weekend has been the catalyst to a swift ...
