Tag: relative value active manager
ETF Trends explores why Cambiar’s Aggressive Value ETF (CAMX) maintains exposure to Delta Air Lines amid market uncertainty, highlighting the potential benefits of active management and a value-focused investment strategy.
In this episode, we explore the evolving landscape of industrial REITs, logistics, and platform businesses. Cambiar’s Adam Ballantyne discusses how consolidation has reshaped industries, why Uber and Airbnb are thriving, and what rising interest rates mean for real estate.
Cambiar's Large Cap Value was recognized as Manager of the Decade by Zephyr PSN.
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.
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.