QPD Podcast – Defining Quality in Smaller Cap Stocks

PODCASTS

QPD Podcast – Defining Quality in Smaller Cap Stocks

In the inaugural episode of the QPD podcast, co-Portfolio Managers Andy Baumbusch and Colin Dunn sit down to discuss the creation of QPD and how it applies in their strategies.

Where Could All This Market Optimism Lead Us?

Money supply growth is helping fuel a lot of the market optimism. What could be around the corner?

Money Life Interview - Colin Dunn

Cambiar SMID Fund Portfolio Manager Colin Dunn recently joined the Chuck Jaffe Show to discuss where he is finding opportunities within the smaller market cap spectrum.

Brian Barish Interview - Meb Faber Show

In The Digital Age, We’re De-Physicalizing Things. Cambiar President Brian Barish joins the Meb Faber show to discuss.

2021- The Gradual Return of Moral Hazard

There are a variety of market forces that make 2021 predictions an indulgent moral hazard. That said, we do see a few things as being more likely than not.

Large Cap Value - 2020 Review & 2021 Outlook

Cambiar President Brian Barish evaluates 2020 performance for the Large Cap Value portfolio and details what could be ahead for 2021.

Money Life Interview - Munish Malhotra

Cambiar Investment Principal Munish Malhotra joined Chuck Jaffe on his show Money Life to discuss his latest blog Cheap Isn't Value and what it takes to be a value investor today.

What It Means To Be a Relative Value Investor

Cambiar President Brian Barish was a recent guest on the Gaining Perspective podcast, where he discusses what it means to be a Relative Value investor these days.

Cambiar Investors - Denver Equity Asset Manager
Cambiar Investors - Denver Equity Asset Manager
Market Outlook - 2Q20

Cambiar President Brian Barish provides his latest market insights where he discusses current market performance and the variables that could dictate market direction in the latter half of 2020.

Money Life Interview - Brian Barish

Cambiar President Brian Barish recently joined Chuck Jaffe on his show Money Life. Brian details the digital economy, the unprecedented actions by the Federal Reserve, and the subsequent M2 money supply growth that has been keeping the markets afloat.

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.

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