Asia Insights: Seeking Stable Returns
Cambridge Associates
Building Portfolios Since 1973
Public Equity Investment Offerings
For five decades, we’ve covered a broad range of global public investment strategies from around the world. In a landscape of thousands of investment options, it takes extensive resources and commitment to find those with the most significant potential to deliver excess returns.
Now Available
2025 Outlook: Public Equities
For 2025, we expect developed markets value and small-cap equities to outperform, given our economic views and their steep valuation discounts. We also believe US equity performance will not match the level set in 2024, allowing European, Japanese, and emerging markets (EM) equities to perform more in line with broader developed markets.
Why Cambridge Associates?
We conduct rigorous evaluations
Before we consider any fund suitable for investment, we complete a rigorous investment and operational evaluation. This review includes a discussion of the fund strategy and portfolio characteristics, the team assessment and decision-making process, and an evaluation of risk management, fees, and terms.
In addition, we’ve set a high bar for the managers we deem suitable for investment because that’s what it takes to deliver the results you expect.
Our Approach
Lowering fees and improving terms to benefit you
With our sophisticated client base and deep market presence, we’re able to negotiate fees and terms on behalf of our clients. Those fee reductions and improved terms directly impact your portfolio’s net return.
We also examine each manager’s strengths and weaknesses and analyze quantitative aspects of the fund such as its historical performance and risk profile. The ultimate goal is always finding and accessing best-in-class investments to help lower fees and create better terms that benefit you.
*As of June 30, 2024.
50+
years as an independent, global investment firm*
~300
senior investment professionals*
18
years, on average, of industry experience for senior investment professionals *
1,000+
meetings per year with public equities managers*
Investment Research
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