Tag: relative value active manager

Brian Barish provides his 2024-25 market review and outlook. He reflects on the uneven performance of 2024, propelled by the momentum in AI-driven innovation. Looking ahead, he details potential risks and where Cambiar is seeing opportunities.

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.

As interest rates ease and market uncertainty looms, value stocks may be positioned for renewed strength. Historically, similar conditions have led to outperformance in value stocks as stable, cash-generating companies attract investors seeking resilience amid market volatility.

In his the second part of his latest interview, Cambiar President Brian Barish chats about investment opportunities in Europe, China's recent stimulus plan, and the importance of military and defense stocks.

In his latest interview, 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.

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.