QPD Podcast – 2022 Risks & Positioning (part 2)

PODCASTS

QPD Podcast – 2022 Risks & Positioning (part 2)

In part two of our interview with Brian Barish, he discusses the potential risks that China and Omicron pose. He also talks about portfolio positioning and three names that meet the QPD criteria.

QPD Podcast - 2022 Outlook (part 1)

Cambiar President Brian Barish joins the QPD Podcast for the first episode of 2022. In part one, Brian reflects back on 2021 and provides an outlook for the coming year.

QPD Podcast - Tech Through the Lens of a Value Investor

Investment Principal Joe Chin sits down to discuss the pandemic effects on technology, disruptions he sees in the near future, the importance of intangible assets, and how value investors should evaluate the tech space.

The Big Interview - Staying Disciplined, China, and What 2022 Could Hold

Cambiar President recently joined the Chuck Jaffe Show to discuss current market conditions, China, and his 2022 outlook .

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.

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