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Analyst Profile – Joe Chin

Throughout the month of May and in celebration of Asian Pacific American Heritage Month, we are highlighting our Portfolio Managers and analysts who are critical to Cambiar’s success.

What’s an investment theme you are focused on in 2021 and why?

 

I am focused on the emerging importance of the Semiconductor manufacturing ecosystem. Semi manufacturing is at the center of some very interesting short-term and long-term cross currents.

In the short term, there’s been a well-publicized shortage of chips affecting many industries. Obviously, that would represent a healthy tailwind for companies involved in semi manufacturing. More importantly, we’ve been researching the structural industry phenomenon known as “Moore’s Law stress”.  ML stress has fundamentally shifted the economic balance of power in the industry with Semi manufacturing increasing in importance and share of spend. Last, with the strategic nature of the industry against the Geo-political backdrop, Semi manufacturing is now viewed as a critical national infrastructure with the potential for government support. These are important shifts with potential to positively impact the fundamentals of the semi manufacturing suppliers for many years.

Learn more about Joe Chin.

 

 

 

 

 

 

 

Disclosures

Certain information contained in this communication constitutes “forward-looking statements”, which are based on Cambiar’s beliefs, as well as certain assumptions concerning future events, using information currently available to Cambiar.  Due to market risk and uncertainties, actual events, results or performance may differ materially from that reflected or contemplated in such forward-looking statements.  The information provided is not intended to be, and should not be construed as, investment, legal or tax advice.  Nothing contained herein should be construed as a recommendation or endorsement to buy or sell any security, investment or portfolio allocation. 

Any characteristics included are for illustrative purposes and accordingly, no assumptions or comparisons should be made based upon these ratios. Statistics/charts and other information presented may be based upon third-party sources that are deemed reliable; however, Cambiar does not guarantee its accuracy or completeness.  As with any investments, there are risks to be considered.  Past performance is no indication of future results.  All material is provided for informational purposes only and there is no guarantee that any opinions expressed herein will be valid beyond the date of this communication. 

 

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