About Us

Based in Toronto and Boston, Cambridge was founded in 2008 on an idea – that investment managers should manage your money the way they manage their own and their families’ money. In 2011, Brandon Snow, Bob Swanson, Greg Dean and Stephen Groff joined founder and Chairman Emeritus Alan Radlo at Cambridge.

The firm is guided by the following mission statement: “Continually earning your trust by exemplifying the highest standards of wealth management and by investing your family’s money as we do our own families’.”

Investment decisions at Cambridge are focused on compounding value for clients over time and having the patience to buy at opportune times.

Cambridge Global Asset Management ("Cambridge") is a division of CI Investments. Certain funds associated with Cambridge are sub-advised by CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc.

Our Funds

Cambridge manages approximately $20 billion (as at December 31, 2018) in equity, balanced and fixed income mandates on behalf of retail and institutional clients who share the team’s vision.

Our Team

Cambridge Global Asset Management’s passion for investing is what drives the team to ask more questions, to research additional areas and to uncover more companies to analyze. The focus is on building wealth for clients, in part because the team’s members are themselves substantial investors in the Cambridge funds.

Brandon Snow

Principal and Chief Investment Officer

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Robert Swanson, CFA

Principal and Chief Market Strategist

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Stephen Groff, CFA

Principal and Portfolio Manager

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Greg Dean, CFA

Principal and Portfolio Manager

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Geoff Scott, CFA

Institutional Portfolio Manager

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Paul Marcogliese, CFA

Fixed Income Portfolio Manager

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Our Philosophy

Each pillar of Cambridge’s investment philosophy was conceived to help compound client wealth over the long term. It dictates how the team operates, what it stands for and what differentiates Cambridge from the competition.

The three pillars of investment management at Cambridge are:

Active management

  • Bottom-up portfolio construction
  • Extensive diversified investment experience within the team
  • Benchmark agnostic delivers differentiated portfolios

Absolute return, capital preservation

  • Primary focus is understanding the risks
  • Invest in good companies where management is aligned with shareholders
  • Portfolios are constantly rebalanced to optimal risk/reward level

Ownership mentality

  • The Cambridge PMs and team are invested alongside you
  • Compensation tied to value creation
  • Disciplined analysis leads to high conviction in our holdings


Our Insights

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Cambridge Asset Allocation Corporate Class

Fourth Quarter 2018

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Cambridge Canadian Dividend Fund

Fourth Quarter 2018

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Cambridge Canadian Equity Corporate Class

Fourth Quarter 2018

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Cambridge Canadian Growth Companies Fund

Fourth Quarter 2018

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Cambridge Global Dividend Fund

Fourth Quarter 2018

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Cambridge Global High Income Fund

Fourth Quarter 2018

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