Tag: QPD

Cambiar Small Cap and SMID Value PMs, Andy Baumbusch and Colin Dunn discuss financial gravity in smaller cap equities and how this correction has created opportunities to invest in quality businesses.

Cambiar President Brian Barish joins the podcast again and sheds some light on the rise of equity risk premiums and what recent earnings reports are saying about stocks.

In this episode, we detail the importance of Barra Risk Factors in active management and how these metrics can provide a clearer picture of how managers are actually investing and the portfolio tilts they could be having.

In our latest QPD Podcast episode, we examine the growth of Formula 1, the popularity of their Drive to Survive docu-series, and how the stock fits our QPD process.

In part two of our interview with Brian Barish, he discusses the potential risks that China and Omicron pose. He also talks about portfolio positioning and three names that meet the QPD criteria.

Cambiar President Brian Barish joins the QPD Podcast for the first episode of 2022. In part one, Brian reflects back on 2021 and provides an outlook for the coming year.