Tag: active value global manager

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.

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

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.

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.

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.

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.