Cambiar Investors is excited to be a part of the Adhesion Wealth Advisor Summit. We look forward to connecting and encourage you to learn more about Cambiar’s available strategies and our Quality, Price, Discipline (QPD) approach.
Company-specific attributes such as high relative profitability, durable free cash flow generation, a defensible margin/return profile, and low leverage are viewed as critical inputs to delivering excess return over a full market cycle.
PRICE
Price sensitivity at attachment is the most critical determinant of both forward return potential and downside risk.
DISCIPLINE
Strict adherence to a well-defined stock underwriting process and a robust portfolio construction framework.