QPD In Action – 4Q23

Tag: quality price discipline

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.

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 - 2Q23

We put our Quality | Price | Discipline process in motion. This quarter we feature a small cap healthcare stock that fits the bill.

All Things Financial

We examine the state of the banking sector, rising credit card debt, rating downgrades, and where we are finding opportunities.

Mid-Year Review - AI, Banks, & More

We look back at the first half of 2023 and examine the AI craze, the stability of banks, and the strength of Chevron and JP Morgan.