QPD In Action – 1Q25

Tag: large cap value

Tariffs and Global Market Fallout

If you want to make an omelette, you need to break some eggs... but how many eggs are we talking about? President Trump’s new tariffs are here—and markets aren’t thrilled. Cambiar’s Brian Barish breaks down the risks, multipliers, and what we’re doing about it.

PSN Manager of the Decade - Large Cap Value

Cambiar's Large Cap Value was recognized as Manager of the Decade by Zephyr PSN.

Three lines coming together to show the QPD process for PPG Industries.
Three lines coming together to show the QPD process for PPG Industries.
QPD In Action - 2Q24

This quarter we feature a business connecting millions of homes while shaping the future of entertainment and technology.

Three lines coming together to show the QPD process for PPG Industries.
Three lines coming together to show the QPD process for PPG Industries.
QPD In Action - 1Q24

This quarter we feature a high-flying business that meets our Quality | Price | Discipline process, Delta Airlines.

Three lines coming together to show the QPD process for PPG Industries.
Three lines coming together to show the QPD process for PPG Industries.
QPD In Action - 4Q23

This quarter we paint our Quality | Price | Discipline process by featuring the world's second largest coating/painting business, PPG Industries.

Large Cap Value - PSN Top Guns - 6 Star Rating

The Cambiar Large Cap Value strategy was recognized on the PSN Top Guns list of best performing strategies for 4Q 2024.