Tag: value investing

Cambiar Investment Principal Ania Aldrich shares her on-the-ground perspective after meeting with banks across the U.S. banking universe.

Markets keep climbing, but conviction feels shaky. We examine the optimism driving today’s melt-up and why investors might not be “standing on solid ground,” after all.

From Munich to markets - Cambiar’s International team breaks down what they’re hearing from European companies.

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

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.