SMID Value – PSN Top Guns – Q3 2023

Tag: SMID value

QPD In Action - 3Q23

We put our Quality, Price, Discipline process in motion. This quarter, we're featuring a name in the life-sciences space with a diversified business model that could stand to benefit from the weight loss drug craze.

Evolution as Endemic at Cambiar

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

SMID & Small Cap Value - 1Q 2021 Review

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

SMID & Small Cap Value - 2020 Review

Cambiar SMID and Small Cap Value portfolio managers provide their 2020 wrap up and examine the elements that led to strong outperformance.

SMID Sailing: Celebrating 10 Years

A decade after the launch of a SMID value strategy at Cambiar Investors, Co-Portfolio Managers Andrew Baumbusch and Colin Dunn sat down to discuss the asset class and what makes their approach unique.

SMID & Small Cap Value - 2Q20 Review

Cambiar SMID and Small Cap Value portfolio managers provide an update on their portfolios and discuss outperformance for the quarter.