QPD In Action – 1Q24

Tag: relative value active manager

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.

Cambiar's SMID Fund is Top Ranked - Zacks Investment Research

Zacks Investment Research has recognized Cambiar’s SMID Fund as a top-ranked addition to one’s long-term investment portfolio after analyzing performance, diversification, and fees from over 19,000 mutual funds.

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.

Cambiar Large Cap Value being recognized as PSN Manager of the Decade
Cambiar Large Cap Value being recognized as PSN Manager of the Decade
PSN Manager of the Decade - Large Cap Value

Cambiar's Large Cap Value was recognized as Manager of the Decade by Zephyr PSN. Learn more about this award.

Divergence at its Peak

What happens when the S&P 500 hits an all-time high but, simultaneously, the Russell 2000 is in massive decline? We examine the historical trends and what it could mean for stocks this time around.

Capital building with volatile graph line showing that stocks are volatile during election years.
Capital building with volatile graph line showing that stocks are volatile during election years.
Election Years - Value vs. Growth

We examine the historical trend of value stocks outperforming growth stocks during election years, a pattern evident since 1980 and is particularly pronounced in small cap stocks.