The Current Small and Midcap Landscape

Tag: COVID-19

QPD Podcast - 2022 Risks & Positioning (part 2)

In part two of our interview with Brian Barish, he discusses the potential risks that China and Omicron pose. He also talks about portfolio positioning and three names that meet the QPD criteria.

Post Thanksgiving Indigestion 2021

The week of Thanksgiving has historically been a peaceful lull for investors. Staying true to 2021, events around the holiday were far from normal.

Large Cap Value - 1Q21 Insights & Outlook

Cambiar President Brian Barish answers the most pressing questions about inflation, digital currencies, and the potential risks facing U.S. equities.

SMID & Small Cap Value - 1Q 2021 Review

Cambiar SMID and Small Cap Value portfolio managers provide an update on performance and expectations going forward.

SMID & Small Cap Value - 2020 Review

Cambiar SMID and Small Cap Value portfolio managers provide their 2020 wrap up and examine the elements that led to strong outperformance.

Post Election & Vaccine Update

Cambiar President Brian Barish discusses what the election results and news of a potential COVID vaccine could mean to equity markets.