Tag: QPD
In this episode, Cambiar Portfolio Manager Colin Dunn discusses the performance of small and SMID cap stocks in 2024, reflecting on the challenges brought on by a "risk-on" market. He also shares his outlook for 2025 and how Cambiar's disciplined approach positions his strategies for potential success in the year ahead.
In this episode, Di Zhou, Portfolio Manager for Cambiar’s International Equity Portfolio, discusses the unique challenges and opportunities in international investing. She explores why multinational brands outside of the U.S. are becoming increasingly appealing as valuations in the U.S. stretch and shares her insights for the 2025 investment landscape.
In this episode, Cambiar President Brian Barish chats about the unexpected activity in the stock market during the usually slow summer months. Topics range from interest rate cuts, rising market breadth, and upcoming elections.
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.