"We take pride in always maintaining the discipline to critically evaluate the fluctuating investment fashions which hold such influence over the investment community. We evaluate these fashions to invest counter-cyclically, buying when there is excess pessimism and selling when there is excess optimism. This boils down to strict fundamental investing."

"Cambridge invests in selected properties where our compensation is strictly aligned with profits delivered to our partners. This translates to focus and discipline at acquisition as well as at disposition. We have never been an advisor where maximizing fees and assets under management have influenced our thinking."