In Focus

We explore the emerging trend of reallocating from large cap tech to small cap and value stocks. We examine the factors driving this shift and consider whether it marks the beginning of a longer-term rotation.

In his latest interview, Cambiar Portfolio Manager Colin Dunn provides an update on the small and midcap landscape, highlighting intriguing investment areas. Dunn emphasizes the importance of active management down cap, detailing how it helps uncover undervalued opportunities in this dynamic market segment.

This quarter we feature a business connecting millions of homes while shaping the future of entertainment and technology.

In his 2024 mid year recap interview, Cambiar President Brian Barish sits down to discuss a wide range of topics that have dominated the early parts of 2024. Brian offers insights on the recent A.I. and GLP-1 craze, healthcare challenges, and more.

This quarter we feature a high-flying business that meets our Quality | Price | Discipline process, Delta Airlines.

Explore the latest commentary for the Cambiar Aggressive Value ETF, featuring insights on key performers and strategic moves driving performance.

In this episode of the QPD Podcast, we explore the impacts of RSV and the revolutionary new vaccines, their development, effectiveness, and impact on public health.

American Depositary Receipts (ADRs) provide a solution for investors that seek to invest in international equities yet lack the scale or capabilities to trade in the local market.

Zacks Investment Research has recognized Cambiar’s SMID Fund as a top-ranked addition to one’s long-term investment portfolio after analyzing performance, diversification, and fees from over 19,000 mutual funds.