The Importance of Quality Following Interest Rate Hikes

Tag: relative value active manager

The Winning Strategy for the Cambiar SMID Fund - MarketWatch Interview

Beating the benchmark while giving fund holders needed diversification. A MarketWatch profile.

Current environment
Current environment
Brian Barish Live on TD Ameritrade TV

Brian Barish joins TD Ameritrade TV to discuss how in the current environment, the best stocks aren't necessarily the sexy ones.

Fed actions
Fed actions
Brian Barish Live on The Claman Countdown

Brian Barish joins Fox Business to discuss the latest Fed actions and how we are navigating the volatility.

Time to Buy Consumer-Discretionary Stocks - MarketWatch Interview

Now that it may be time to invest in consumer-discretionary stocks, Di Zhou explains why she likes companies with high pricing power.

business cycle
business cycle
All About the Business Cycle: Potential Tailwinds for European Banks

We examine why inflation and the war in Ukraine may only reinforce some of the strong business cycle trends found in the European banking sector.

small cap equities
small cap equities
Navigating Through Small Cap Equities in Today's Volatile Environment

Cambiar Small Cap and SMID Value PMs, Andy Baumbusch and Colin Dunn discuss financial gravity in smaller cap equities and how this correction has created opportunities to invest in quality businesses.