Quality vs Quantity in Small Cap Equities – Citywire 2023

QUALITY VS QUANTITY IN SMALL CAP EQUITIES

Washington D.C. – May 4-5, 2023

Cambiar Investors is excited to be a part of this year’s Citywire RIA CIO Summit. Cambiar’s SMID and Small Cap Co-Portfolio Manager, Colin Dunn, details why quality must be demonstrable in small cap equities. We look forward to connecting and encourage you to learn more about our Quality, Price, Discipline (QPD) Approach.

MATERIALS

CITYWIRE – D.C.
ROUNDTABLE

Discussion Slides

FACT SHEETS

SMID Fund
Small Cap Fund

 

STRATEGIES

SMID Fund
Small Cap Fund

COLIN M. DUNN, CFA

 

Colin Dunn is an Investment Principal at Cambiar Investors. In addition to his research responsibilities, Colin also serves as Co-Portfolio Manager of the Cambiar SMID Value and Small Cap Value strategies. Prior to joining Cambiar in 2011, Colin worked at Keefe, Bruyette & Woods, Inc., in the Investment Banking and Equity Research Departments. Colin began his career in 2000 as an Analyst in the Investment Banking Division at UBS. Mr. Dunn received a BS in Finance and International Business from Georgetown University and holds the Chartered Financial Analyst designation.

 

Additional Information

CAMBIAR SMID FUND IS A WINNER

Zacks Equity Research recognized Cambiar’s SMID Fund as a top-ranked addition to one’s retirement portfolio.

 

 

 

 

 

 

 

KEEPING IT SIMPLE IN SMALLER CAP

What could be in store for small cap equities in 2023? With heightened uncertainty, keeping to a simple game plan can pay dividends.

CONTACT US

Jamison Goldfarb, CFA
[email protected]
303-302-9000