Tag: Di Zhou

In this episode, Di Zhou, Portfolio Manager for Cambiar’s International Equity Portfolio, discusses the unique challenges and opportunities in international investing. She explores why multinational brands outside of the U.S. are becoming increasingly appealing as valuations in the U.S. stretch and shares her insights for the 2025 investment landscape.

Now that it may be time to invest in consumer-discretionary stocks, Di Zhou explains why she likes companies with high pricing power.

Throughout the month of March and in celebration of International Women's Day, we are highlighting female analysts and PMs who are critical to Cambiar’s success.