Tag: Nvidia

We explore the emerging trend of reallocating from large cap tech to small cap and value stocks. We examine the factors driving this shift and consider whether it marks the beginning of a longer-term rotation.

In his 2024 mid year recap interview, Cambiar President Brian Barish sits down to discuss a wide range of topics that have dominated the early parts of 2024. Brian offers insights on the recent A.I. and GLP-1 craze, healthcare challenges, and more.