Manager picks small caps that act like large caps

Cambridge Global’s Greg Dean applies a disciplined approach and does his own research when picking small caps, rather than riskily chasing upside

Jade Hemeon 2 May, 2019 | 2:00PM

Downside market volatility was particularly brutal for small cap stocks in late 2018, but staying committing to a concentrated portfolio of meticulously chosen holdings has led to robust performance for Greg Dean, principal and portfolio manager at Cambridge Global Asset Management, a division of CI Investments Inc. of Toronto.

Dean is lead manager of CI Cambridge Growth Companies and CI Cambridge Growth Companies Corporate Class, with combined assets of more than $520 million in the mandate. He also manages the medalist CI Cambridge Canadian Growth Companies and CI Cambridge Pure Canadian Equity.

While last December was the worst month of the year for the CI Cambridge Growth Companies’ performance, the following January more than recaptured the losses, he says. “Things are never as bad as they feel at the worst of times or as good at the best of times,” Dean says.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
LendingTree Inc183.39 USD-3.76

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Jade Hemeon

Jade Hemeon