Robert Swanson serves as a Principal and Portfolio Manager at Cambridge Global Asset Management. He is the co-manager of Cambridge Asset Allocation, Cambridge Monthly Income Fund and Cambridge Global High Income Fund, and manages the Canadian equity strategies for Cambridge’s Institutional clients.
Robert’s career in the investment industry began in 1983 and he joined Cambridge in 2011. He is the winner of the 2019 Lipper Award for the Tactical Balanced category*.
Prior to joining Cambridge, Robert was lead manager of several mutual funds at Fidelity Investments with combined assets under management exceeding $20 billion.
Robert holds a Bachelor of Science in Finance from Northern Illinois University, an MBA from Northwestern University and the Chartered Financial Analyst designation. Mr. Swanson is associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. Certain funds associated with Cambridge Global Asset Management are sub-advised by CI Global Investments Inc.
*Cambridge Canadian Dividend Fund (Class D) was named Best Canadian Dividend and Income Equity Fund for five years ending July 31, 2019 out of a classification total of 59 funds (5 years), The corresponding Lipper Leader Consistent Return ratings of the fund as of 07/31/2019 were: 5 (3 years), 5 (5 years) and 5 (10 years). Performance for the Fund for the period ended October 31, 2019 was 5.6% (1 year), 5.7% (3 years), 7.2% (5 years) and 9.4% (10 years). The corresponding Lipper Leader ratings for Consistent Return of the fund for the same period were: 5 (3 years), 5 (5 years) and 5 (10 years).
*Cambridge Global High Income Fund (Class A) was named Best Tactical Balanced Fund for 10 years ending July 31, 2019, out of a classification total of 11 funds (10 years). The corresponding Lipper Leader Consistent Return ratings of the fund as of 07/31/2019 were: 2 (3 years), 3 (5 years) and 4 (10 years). Performance for the Fund for the period ended October 31, 2019 was 6.9% (year 1), 3.5% (3 years), 3.4% (5 years) and 7.6% (10 years). The corresponding Lipper Leader Consistent Return ratings of the fund for the same period were: 2 (3 years), 2 (5 years), and 4 (10 years).
About the Lipper Awards Methodology
The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120-month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.