At Cambiar Investors, our advantage is built on a legacy of expertise spanning over 50 years. As a seasoned asset manager, we’ve weathered market fluctuations and economic shifts, emerging as a stable, client-first organization committed to providing financial success.
Our core strength lies in our Quality, Price, Discipline (QPD) process, meticulously honed over the years. This disciplined approach enables us to navigate the investment landscape with precision, aiming for superior risk-adjusted returns.
WHAT IS QPD? Cambiar’s redefined approach to relative value investing is the firm’s key to uncovering investment opportunities others may overlook.
Company-specific attributes such as high relative profitability, durable free cash flow generation, a defensible margin/return profile, and low leverage are viewed as critical inputs to delivering excess return over a full market cycle.
We put our Quality, Price, Discipline process in motion. This quarter, we’re featuring a name in the life-sciences space with a diversified business model that could stand to benefit from the weight loss drug craze