In today’s world of technological disruption, finding the balance between value and quality can be challenging. Join Investment Principals Joe Chin and Colin Dunn for a lunch event where they will detail the importance of embracing disruption and ways to seek out opportunities at a reasonable price.
Inexpensive technology stocks can often be value traps. A strong understanding of trends is paramount in determining where to find high-quality investment opportunities.
We evaluate the importance of intangible assets.
Growth vs. Value – Obtaining the best of both worlds and why the market hasn’t properly discounted valuations in certain names within the industry.
Is Amazon a value stock? Yes, No, Maybe…
I don’t know and I don’t care!
Many second derivative beneficiaries of disruptive change can be found with attractive risk/reward. Things to consider…
Joe Chin is an Investment Principal at Cambiar Investors with over 22 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.
Colin Dunn is an Investment Principal at Cambiar Investors with over 21 years of industry experience. In addition to his research responsibilities, Mr. Dunn is Co-Portfolio Manager of the Cambiar SMID and Small Cap Value Portfolios. Colin’s primary analytical responsibilities include company coverage within the business services, specialty materials, and utilities sectors. Mr. Dunn received a BS in Finance and International Business from Georgetown University and holds the Chartered Financial Analyst designation.
Free valet parking at the hotel.
For more information please contact:
James Gibbons – [email protected]
THE EVENT IS FULL.
Please reach out for information about our next lunch and learn session.