Beyond the Bubble

Tag: active value global manager

Tariff Turbulence: Finding Value in the Noise

Tariff-related volatility opened the door to initiate three new high-quality positions in Cambiar’s Large Cap Value portfolio.

Tariffs and Global Market Fallout

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.

PSN Manager of the Decade - Large Cap Value

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

Tariffs, Rhetoric, and Reality: Navigating Market Uncertainty

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.

two sides of a bridge not connected to describe the current gap between value vs growth stocks.
two sides of a bridge not connected to describe the current gap between value vs growth stocks.
Bridging the Gap - Value vs Growth

As interest rates ease and market uncertainty looms, value stocks may be positioned for renewed strength. Historically, similar conditions have led to outperformance in value stocks as stable, cash-generating companies attract investors seeking resilience amid market volatility.

Capital building with volatile graph line showing that stocks are volatile during election years.
Capital building with volatile graph line showing that stocks are volatile during election years.
Election Years - Value vs. Growth

We examine the historical trend of value stocks outperforming growth stocks during election years, a pattern evident since 1980 and is particularly pronounced in small cap stocks.