Discipline In Focus: Small & SMID Investing for 2025

Tag: Colin Dunn

Hill of sand
Hill of sand
Shifting Sands - Is It Time For Small Cap Value?

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.

Unearthing Hidden Gems: Navigating the Small Cap Landscape

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.

The Current Small and Midcap Landscape

Amidst a market teeming with opportunities and risks, we delve into why active management becomes not just a strategy but a necessity in navigating the volatile terrain of lower capitalization stocks.

Cambiar SMID Fund - Active Equity Mutual Fund of the Year

Cambiar SMID Fund honored with prestigious Mutual Fund & ETF Award.

Roundtable Regroup - Banks, Casinos, and Comedians

After a month full of RIA and Institutional conferences and meetings, we answer the most pressing questions we heard from clients.

Cambiar SMID Fund Considered a Magnificent Find - Zacks Investment Research

Cambiar's SMID Fund has been recognized in Zacks Mutual Fund Rank as a solid addition to one's retirement portfolio.