Midterm Election Years – Correction & Rebound

In Focus

PSN Top Gun Manager of the Decade – Large Cap Value

The Cambiar Large Cap Value portfolio was recognized by PSN as Top Gun Manager of the Decade. Learn more about this award.

Cambiar Insights

Here you will find regular thought-leadership pieces on equity markets, economies, and the investment management industry. Check back regularly for valuable insights and new perspectives.

50+ & Beyond: A Pretty Good Idea That Went Pretty Far...

From a humble beginning in 1973 to industry veterans 50+ years later. The unexpected story of Cambiar Investors.

Remembrance and Reflection: 50+ Years of Cambiar

In late 2023, we paused our anniversary celebration in order to reflect on the profound impact of our founder's final days, sharing insights and memories that continue to shape our path forward.

Honoring the Legacy: Michael Barish

Cambiar President Brian Barish reflects on the passing of his father and Cambiar Founder, Michael S. Barish.

Divergence at its Peak

What happens when the S&P 500 hits an all-time high but, simultaneously, the Russell 2000 is in massive decline? We examine the historical trends and what it could mean for stocks this time around.

Capital building with volatile graph line showing that stocks are volatile during election years.
Capital building with volatile graph line showing that stocks are volatile during election years.
Election Years - Value vs. Growth

We examine the historical trend of value stocks outperforming growth stocks during election years, a pattern evident since 1980 and is particularly pronounced in small cap stocks.

Blocks showing PMI which stands for Purchasing Managers’ Index, also known as the IMS Manufacturing Index
Blocks showing PMI which stands for Purchasing Managers’ Index, also known as the IMS Manufacturing Index
ISM Manufacturing Trends – Small Cap Implications (updated)

We examine what PMI data can say about the performance of small and large caps.

Three lines coming together to show the QPD process for PPG Industries.
Three lines coming together to show the QPD process for PPG Industries.
QPD In Action - 4Q23

This quarter we paint our Quality | Price | Discipline process by featuring the world's second largest coating/painting business, PPG Industries.

red graph line going up with percentage sign over it. Describing cost of capital going up.
red graph line going up with percentage sign over it. Describing cost of capital going up.
Cost of Capital - Year 2

In his latest letter to our clients, Cambiar President Brian Barish reflects back on the fiscal year.

Greater Market Breadth - Schwab TV

Brian Barish joins Schwab TV to discuss the potential for widening market breadth in 2024 and three stocks he finds attractive.

Stay Connected

What’s happening in the capital markets? We want to give you something to think about. Stay informed with our latest blogs and learn more about the emerging trends Cambiar is seeing right now.