Post Thanksgiving Indigestion 2021

Tag: relative value

China Heads Into Darker Waters

The near term investment risks and longer term implications of heightened interventionism by the Chinese Communist Party (CCP).

The Virus Plaguing Value

After decisive outperformance over the history of the stock market, “value” as a stock selection strategy has underperformed from 2007-present.  Why?

Larger Allocations to Smaller International Stocks

Moving down the international market cap spectrum has three potential benefits. Learn more.

Cambiar Investors - Denver Equity Asset Manager
Cambiar Investors - Denver Equity Asset Manager
Key Factors of the Decade

Cambiar President Brian Barish provides his market outlook as we head into the next decade.

2020: A Detailed Look

Cambiar President Brian Barish provides his market outlook as we head into the next decade.

Value vs. Growth - An International Perspective

International value stocks continue to trade at a huge discount relative to their growth peers. We examine the current landscape.