Tag: SMID value

In this episode, Cambiar Portfolio Manager Colin Dunn discusses the performance of small and SMID cap stocks in 2024, reflecting on the challenges brought on by a "risk-on" market. He also shares his outlook for 2025 and how Cambiar's disciplined approach positions his strategies for potential success in the year ahead.

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.