Tech Through the Lens of a Value Investor

TECH THROUGH THE LENS
OF A VALUE INVESTOR

In today’s world of technological disruption, finding the balance between value and quality can be challenging. Investment Principal Joe Chin details the importance of embracing disruption and ways to seek out opportunities at a reasonable price. 

PRESENTATION

TITAN INVESTOR
RIA RETREAT

Discussion Slides

 

 

 

 

 

 

JOSEPH S. CHIN, CFA


Joe Chin is an Investment Principal at Cambiar Investors with over 23 years of industry experience. Mr. Chin’s primary analytical responsibilities include U.S. company coverage within the technology sectors. Prior to joining Cambiar, Joe worked at Obermeyer Wood Investment Counsel, where he was a Portfolio Manager and Senior Analyst. Mr. Chin received a BA in Economics from Wesleyan University and holds the Chartered Financial Analyst designation.

Additional Information

CNBC TechCheck

Joe Chin joins CNBC’s TechCheck to discuss his thoughts on names in the semiconductor sector

 

 

QPD Podcast – Tech Through the Lens of a Value Investor

Investment Principal Joe Chin sits down to discuss the pandemic effects on technology, disruptions he sees in the near future, the importance of intangible assets, and how value investors should evaluate the tech space.

 

How a Winning Value Fund Outperforms its More Traditional Peers

Cambiar President Brian Barish was interviewed for a recent Barron’s article about his use of QPD when managing the Cambiar Opportunity Fund.

 

The Virus Plaguing Value

After decisive outperformance over the history of the stock market, “value” as a stock selection strategy has underperformed from 2007-present.  Cambiar President Brian Barish examines why.

 

The False Narrative of Growth vs Value Investing

Cambiar Portfolio Managers Colin Dunn and Andy Baumbusch tackle the ongoing debate between value and growth.

 

 

CONTACT US

Jamie Goldfarb, CFA
[email protected]
303-302-9000