Through the QPD Lens: On the Ground In Europe

Tag: value investing

Beyond the Bubble

The spread between growth and value stocks has reached levels not seen since the 2000 tech bubble. With potential lower interest rates and a slowing economy on the horizon, value may be poised for renewed leadership.

Tariff Turbulence: Finding Value in the Noise

Tariff-related volatility opened the door to initiate three new high-quality positions in Cambiar’s Large Cap Value portfolio.

Tariffs and Global Market Fallout

If you want to make an omelette, you need to break some eggs... but how many eggs are we talking about? President Trump’s new tariffs are here—and markets aren’t thrilled. Cambiar’s Brian Barish breaks down the risks, multipliers, and what we’re doing about it.

Uber, Airbnb & The Future of Industrial Investing

In this episode, we explore the evolving landscape of industrial REITs, logistics, and platform businesses. Cambiar’s Adam Ballantyne discusses how consolidation has reshaped industries, why Uber and Airbnb are thriving, and what rising interest rates mean for real estate.

Three lines coming together to show the QPD process for PPG Industries.
Three lines coming together to show the QPD process for PPG Industries.
QPD In Action - 4Q24

This quarter we feature a global leader in sports data and analytics.

Tariffs, Rhetoric, and Reality: Navigating Market Uncertainty

In this Q&A roundtable, Cambiar’s Portfolio Managers break down the potential impact of Trump’s latest tariffs and the global retaliation to follow.