Plays a central role in all of Cambiar’s investment decision. Each of Cambiar’s seasoned analysts are assigned coverage of two to three sectors/industries, creating a target-rich environment for them to choose only stocks that meet our investment criteria.
Current Market Conditions
Permulus and the Second Derivative of Inflation
Cambiar International Equity Commentary
4Q17 and Full Year Review of the Cambiar International Portfolios
Cambiar Domestic Portfolios Commentary
Review & Outlook for Cambiar's U.S. focused strategies
Cambiar is tacking against prevailing industry trends by reinvesting in the business
Redefining Value Investing
Learn how Cambiar’s active management approach has helped clients navigate through the constantly changing investment landscape.
Cambiar oversees $19.5 billion in assets across seven diverse strategies with varying region and market capitalization focus.Learn More
International Small Cap
Equal-weighted portfolio of 40-50 international stocks designed to invest in smaller companies with a target market cap range of $500 million-$5 billion.
Concentrated, non-diversified strategy made up of Cambiar’s highest conviction positions.
Cambiar utilizes a fundamental, relative value investment discipline. Our investment approach is best described as the search for quality companies that possess underappreciated catalysts and trade near the low end of their normalized valuation ranges.
Companies tend to be valued in a normalized range based on their industry, growth, track record, etc. As a result, a company valued near the low end of its normalized valuation range may present an attractive investment.
Cambiar’s ownership structure is designed to foster individual accountability and a culture of entrepreneurship in which each employee feels responsible for the success of the firm and its clients.
Our independence coupled with being located in Denver, Colorado, away from the groupthink and conventional wisdom associated with major financial cities, allows us to have a unique perspective on the markets.