Tag: large cap value

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.

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

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

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

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

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