Tag: value vs. growth

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

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

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. 

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.

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

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.