Tag: active value global manager
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.
In his 2024 mid year recap interview, Cambiar President Brian Barish sits down to discuss a wide range of topics that have dominated the early parts of 2024. Brian offers insights on the recent A.I. and GLP-1 craze, healthcare challenges, and more.
Explore the latest commentary for the Cambiar Aggressive Value ETF, featuring insights on key performers and strategic moves driving performance.
Cambiar's Large Cap Value was recognized as Manager of the Decade by Zephyr PSN. Learn more about this award.
From a humble beginning in 1973 to industry veterans 50+ years later. The unexpected story of Cambiar Investors.