Choose Your Battles

Tag: active value global manager

PSN Manager of the Decade - Large Cap Value

Cambiar's Large Cap Value was recognized as Manager of the Decade by Zephyr PSN.

International Healthcare - A Generational Opportunity?

International healthcare may be one of the most overlooked long-term opportunities in global markets and the reasons why may surprise investors.

Through the QPD Lens: Banking in Transition

Cambiar Investment Principal Ania Aldrich shares her on-the-ground perspective after meeting with banks across the U.S. banking universe.

Peaceful Uneasy Feeling

Markets keep climbing, but conviction feels shaky. We examine the optimism driving today’s melt-up and why investors might not be “standing on solid ground,” after all.

Through the QPD Lens: On the Ground In Europe

From Munich to markets - Cambiar’s International team breaks down what they’re hearing from European companies.

Beyond the Bubble

The spread between growth and value stocks has reached levels not seen since the 2000 tech bubble. With potential lower interest rates and a slowing economy on the horizon, value may be poised for renewed leadership.