QPD In Action – 1Q24

Tag: quality price discipline

RSV Unveiled: Breaking Down the New Vaccines on the Block

In this episode of the QPD Podcast, we explore the impacts of RSV and the revolutionary new vaccines, their development, effectiveness, and impact on public health.

The Current Small and Midcap Landscape

Amidst a market teeming with opportunities and risks, we delve into why active management becomes not just a strategy but a necessity in navigating the volatile terrain of lower capitalization stocks.

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.

Unleashing Value's Aggressive Side

While aggressive growth products abound, the realm of aggressive value is a road less traveled. In this episode we uncover the secrets that make the Cambiar Aggressive Value ETF truly distinctive.

QPD Highlights title card - Escape the Strategist Trap
QPD Highlights title card - Escape the Strategist Trap
Escape the Strategist Trap

In the inaugural episode of QPD Highlights, we discuss the anti-strategist approach and how investors can cut through the noise of today's market environment.

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 - 3Q23

We put our Quality | Price | Discipline process in motion. This quarter, we're featuring a name in the life-sciences space with a diversified business model that could stand to benefit from the weight loss drug craze.