Tag: Amazon

After decisive outperformance over the history of the stock market, “value” as a stock selection strategy has underperformed from 2007-present.  Why?

Cambiar President Brian Barish examines the second-quarter performance for the Large Cap Value portfolio and details what is moving the markets.

Cambiar Portfolio Managers Colin Dunn and Andy Baumbusch tackle the ongoing debate between value and growth.

Investment Principal Munish Malhotra examines the acceleration of digital economy businesses during this pandemic.

Cambiar President Brian Barish details the active first quarter for the Large Cap Value portfolio and what led to outperformance.

Cambiar President Brian Barish provides his mid-year commentary and analyzes the similarities between current market conditions and that of 20 years ago.