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.
The importance of making high-quality decisions on behalf of our clients
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.
SMID and Small Cap Value PMs Andy Baumbusch and Colin Dunn sit down with Value Investors Insight and detail why investors shouldn’t have to choose between value and growth.
A decade after the launch of a SMID Fund at Cambiar Investors, Co-Portfolio Managers Andrew Baumbusch and Colin Dunn sat down to discuss the asset class and what makes their approach unique.
