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.
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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Fund Commentaries
Cambridge Asset Allocation Corporate Class
Fourth Quarter 2018
December 31, 2018
Fund Commentaries
Cambridge Canadian Dividend Fund
Fourth Quarter 2018
December 31, 2018
Fund Commentaries
Cambridge Canadian Equity Corporate Class
Fourth Quarter 2018
December 31, 2018
Fund Commentaries
Cambridge Canadian Growth Companies Fund
Fourth Quarter 2018
December 31, 2018
Fund Commentaries
Cambridge Global High Income Fund
Fourth Quarter 2018
December 31, 2018