PSN Top Gun Manager of the Decade – Large Cap Value

Tag: active value global manager

50+ & Beyond: A Pretty Good Idea That Went Pretty Far...

From a humble beginning in 1973 to industry veterans 50+ years later. The unexpected story of Cambiar Investors.

Remembrance and Reflection: 50+ Years of Cambiar

In late 2023, we paused our anniversary celebration in order to reflect on the profound impact of our founder's final days, sharing insights and memories that continue to shape our path forward.

Honoring the Legacy: Michael Barish

Cambiar President Brian Barish reflects on the passing of his father and Cambiar Founder, Michael S. Barish.

Divergence at its Peak

What happens when the S&P 500 hits an all-time high but, simultaneously, the Russell 2000 is in massive decline? We examine the historical trends and what it could mean for stocks this time around.

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.

red graph line going up with percentage sign over it. Describing cost of capital going up.
red graph line going up with percentage sign over it. Describing cost of capital going up.
Cost of Capital - Year 2

In his latest letter to our clients, Cambiar President Brian Barish reflects back on the fiscal year.