Tag: active management

If you want to make an omelette, you need to break some eggs... but how many eggs are we talking about? President Trump’s new tariffs are here—and markets aren’t thrilled. Cambiar’s Brian Barish breaks down the risks, multipliers, and what we’re doing about it.

In this Q&A roundtable, Cambiar’s Portfolio Managers break down the potential impact of Trump’s latest tariffs and the global retaliation to follow.

We explore the emerging trend of reallocating from large cap tech to small cap and value stocks. We examine the factors driving this shift and consider whether it marks the beginning of a longer-term rotation.

In his latest interview, Cambiar Portfolio Manager Colin Dunn provides an update on the small and midcap landscape, highlighting intriguing investment areas. Dunn emphasizes the importance of active management down cap, detailing how it helps uncover undervalued opportunities in this dynamic market segment.