Cambiar SMID and Small Cap Portfolio Manager Andy Baumbusch details why quality must be demonstrable in company financial performance, and how margins, free cash flow, ROIC, and leverage are all important factors to validate a good qualitative story
Andy Baumbusch is an Investment Principal at Cambiar Investors. In addition to his research responsibilities, Andy also serves as Co-Portfolio Manager of the Cambiar SMID Value and Small Cap Value strategies. Prior to joining Cambiar in 2004, Andy served in an investment analyst capacity at Franklin Templeton, Atrium Capital, and Alex Brown & Sons. Mr. Baumbusch received an MBA from the Stanford Graduate School of Business and a BA in Economics from Princeton University.