Shifting Sands – Is It Time For Small Cap Value?

Tag: small cap stocks

Unearthing Hidden Gems: Navigating the Small Cap Landscape

In his latest interview, Cambiar Portfolio Manager Colin Dunn provides an update on the small and midcap landscape, highlighting intriguing investment areas. Dunn emphasizes the importance of active management down cap, detailing how it helps uncover undervalued opportunities in this dynamic market segment.

Possible Inflection Point for Small Caps

Small Caps recently snapped an extended streak of rolling negative returns. Historically this has led to a period of strong performance over the following year. We examine.

Roundtable Regroup - Banks, Casinos, and Comedians

After a month full of RIA and Institutional conferences and meetings, we answer the most pressing questions we heard from clients.

K.I.S.S. - Keeping it Simple in Smaller Caps

What could be in store for small cap equities in 2023? With heightened uncertainty, keeping to a simple game plan can pay dividends.

Recovery on the Horizon?

We examine the historical behaviors of small cap stocks, their volatile nature, and how these movements can lead to opportunities.

interest rates
interest rates
The Importance of Quality Following Interest Rate Hikes

As inflation levels remain elevated, the Federal Reserve has responded by raising the cost of capital. Cambiar examines the benefits of owning quality in past periods of tightening liquidity conditions.