GTE Wealth Forum

IMPORTANCE OF QUALITY IN
SMALL & MID CAP EQUITIES

May 22-25, 2022

Cambiar Investors is excited to be a part of this year’s GTE Wealth Forum. Cambiar’s SMID and Small Cap Co-Portfolio Managers, Andy Baumbusch and Colin Dunn, detail why quality must be demonstrable in company financial performance, and how margins, free cash flow, ROIC, and leverage are all important factors to validate a good qualitative story. We look forward to connecting and encourage you to learn more about our Quality, Price, Discipline (QPD) Approach.

 

Discussion Slides

 

 

QUALITY, PRICE, DISCIPLINE (QPD)

Deliver superior risk-adjusted returns through the market cycle via a disciplined pursuit of high company quality and an attractive price.

INVESTMENT STRATEGIES
SMID VALUE
SMALL CAP VALUE

ANDREW P. BAUMBUSCH


Andy Baumbusch is an Investment Principal at Cambiar Investors. In addition to his research responsibilities, Andy also serves as Co-Portfolio Manager of the Cambiar SMID Value and Small Cap Value strategies. Prior to joining Cambiar in 2004, Andy served in an investment analyst capacity at Franklin Templeton, Atrium Capital and Alex Brown & Sons.

Mr. Baumbusch received an MBA from the Stanford Graduate School of Business and a BA in Economics from Princeton University.

COLIN M. DUNN, CFA


Colin Dunn is an Investment Principal at Cambiar Investors.  In addition to his research responsibilities, Colin also serves as Co-Portfolio Manager of the Cambiar SMID Value and Small Cap Value strategies. Prior to joining Cambiar in 2011, Colin worked at Keefe, Bruyette & Woods, Inc., in the Investment Banking and Equity Research Departments. Colin began his career in 2000 as an Analyst in the Investment Banking Division at UBS.

Mr. Dunn received a BS in Finance and International Business from Georgetown University and holds the Chartered Financial Analyst designation.

 

IN FOCUS
Cambiar’s Award-Winning Content

Equity Risk Premium & New Market Leaders

We examine what rising risk premiums and recent earnings reports are saying about the market.

CNBC The Exchange – Brian Barish

Brian Barish joins The Exchange to discuss why we are buying quality names that can weather short-term volatility.

Formula 1

Pole Position: Why Formula 1 Looks Attractive

In this episode of the QPD podcast, we examine the growth of F1 and how it fits our QPD process.

Evolution as Endemic at Cambiar

In their latest client letter, PMs Andy Baumbusch and Colin Dunn detail the importance of making high-quality decisions on behalf of their clients. 

 

CONTACT US

Molly Cisneros
[email protected]
303.302.9004