Tag: small cap value

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.

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.

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.

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.

The importance of making high-quality decisions on behalf of our clients.

Cambiar SMID and Small Cap Value portfolio managers provide an update on performance and expectations going forward.