Tag: event-driven bear market

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

Cambiar SMID and Small Cap Value portfolio managers provide an update on their portfolios and discuss outperformance for the quarter.

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

The ‘gro-mo’ trade (growth and momentum) has reached a level where Nasdaq stocks are outperforming the broader market by magnitudes last seen in the dotcom bubble. 

Cambiar President Brian Barish joined the Morning Trade Live show on Friday, June 5, 2020, to discuss his Five Buckets of Investments.

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