SMID Sailing: Celebrating 10 Years of the Cambiar SMID Fund

BLOGS

SMID Sailing: Celebrating 10 Years of the Cambiar SMID Fund

A decade after the launch of a SMID Fund at Cambiar Investors, Co-Portfolio Managers Andrew Baumbusch and Colin Dunn sat down to discuss the asset class and what makes their approach unique.

China Heads Into Darker Waters

The near term investment risks and longer term implications of heightened interventionism by the Chinese Communist Party (CCP).

The Potential Impacts of Interest Rate Re-Normalization

As interest rates start to tick up to pre-pandemic levels, valuation risks for three major stock groups are likely to increase.

The Reddit Rally - Thoughts on the Current Market Volatility

What has transpired in the markets during the last week of January is an ironic twist to 2008. We examine.

Coronavirus - The Mutated Strain (Q&A)

In our third Q&A segment on COVID-19, Cambiar Senior Analyst Charmaine Chan provides insights into the mutated version of the virus and the efficacy of vaccines.

Post Election & Vaccine Update

Cambiar President Brian Barish discusses what the election results and news of a potential COVID vaccine could mean to equity markets.

The Virus Plaguing Value

After decisive outperformance over the history of the stock market, “value” as a stock selection strategy has underperformed from 2007-present.  Why?

Cheap Is Not Value

Cheap does not equate to value. Investment Principal Munish Malhotra explains.

Libation Rotation

We examine how alcohol consumption trends have changed in a quarantine environment.

SMID Sailing: Celebrating 10 Years

A decade after the launch of a SMID value strategy at Cambiar Investors, Co-Portfolio Managers Andrew Baumbusch and Colin Dunn sat down to discuss the asset class and what makes their approach unique.

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