Shifting Sands – Is It Time For Small Cap Value?

Tag: value investing

Unearthing Hidden Gems: Navigating the Small Cap Landscape

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.

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 - 2Q24

This quarter we feature a business connecting millions of homes while shaping the future of entertainment and technology.

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 - 1Q24

This quarter we feature a high-flying business that meets our Quality | Price | Discipline process, Delta Airlines.

Blocks that spell out ADR
Blocks that spell out ADR
American Depositary Receipt (ADR): What Is It?

American Depositary Receipts (ADRs) provide a solution for investors that seek to invest in international equities yet lack the scale or capabilities to trade in the local market.

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 - 4Q23

This quarter we paint our Quality | Price | Discipline process by featuring the world's second largest coating/painting business, PPG Industries.

Celebrating 50 Years of Cambiar Investors

As Cambiar celebrates its 50th anniversary, we delve into the significant events that unfolded in the stock market over the past five decades.