SMID Sailing: Celebrating 10 Years of the Cambiar SMID Fund

Tag: value vs. growth

China Heads Into Darker Waters

The near term investment risks and longer term implications of heightened interventionism by the Chinese Communist Party (CCP).

Domestic Markets - 1Q21 Review

Inflation and Steepening Yields – False Dawn or Beginning of a Trend?

Domestic Markets - 4Q20 Review

The ‘gro-mo’ trade (growth and momentum) has reached a level where Nasdaq stocks are outperforming the broader market by magnitudes last seen in the dotcom bubble. 

The Virus Plaguing Value Part 4: What Should Investors Do?

In part four of our video series, Cambiar President Brian Barish sits down to answer the most popular questions that have come from his Virus Plaguing Value piece.

The Digital Age

In part three of our video series, we detail the advancement out of the Industrial Age into the Digital Age.

Fading the Fade

In part two of our video series, we examine how the best companies' returns are not fading at anywhere near the rate that they used to in the 1990s or the early 2000s and the effects it's had on value investors.