In Focus

Small Cap Value: Mid-Year 2019 Review

Cambiar PMs Andy Baumbusch and Colin Dunn provide their mid-year review for the Cambiar Small Cap Value portfolio and provide an outlook for the rest of the year.

Disruption: Semiconductors

The first part in our disruption series, Investment Principal Munish Malhotra examines the massive changes taking place in the semiconductor industry.

SMID Value: Mid-Year 2019 Review

Cambiar PMs Andy Baumbusch and Colin Dunn provide their mid-year review for the Cambiar SMID Value portfolio and provide an outlook for the rest of…

Domestic Markets – 2Q19 Review

As we reach the halfway point of 2019, stocks have recovered from the double-digit losses sustained in the fourth quarter of 2018 – another illustration…

Global Markets – 2Q19 Review

Company-specific fundamentals took somewhat of a backseat to macro considerations in the quarter, as investors keyed in on heightened trade tensions and changes in central…

A Culture of Balance & Inclusion

Cambiar Investors is proud to celebrate International Women’s Day. We would like to recognize the strong, independent women that help make our organization what it…

The Often Overlooked SMID Asset Class

SMID cap stocks have historically been underrepresented in traditional asset allocation models.  Cambiar examines three reasons why this area can potentially add value to an…

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International Investing Discussion

Being overweight in the U.S. may have served investors decent returns in recent years, but that may be about to change. Cambiar President Brian Barish…

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Global Markets – 3Q18 Review

After outperforming in 2017, international stocks are trailing the U.S. market by a wide margin in 2018, raising the question of why even include international…

Tough Year for Globalists

U.S. markets continue to outperform their international counterparts in 2018, with the performance gap widest on record. Cambiar examines what could turn the tide.

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Recent Events in Italy

Recent events in Italy have led to a sharp drop in investor confidence and European valuations. Cambiar examines the parliamentary system and the potential long-term…

Place Your Bets

Who are the winners and losers of the recent ruling allowing for sports betting in the U.S.?

Current State of Crude

Supply constraints, steady demand, and inventory normalization are all signs of a potential turnaround in Energy.

Small Cap Value Introduction

Portfolio Managers Colin Dunn and Andy Baumbusch introduce the Cambiar Small Cap Value portfolio and discuss the type of companies that we seek to invest…

SMID Value Introduction

Portfolio Managers Colin Dunn and Andy Baumbusch introduce the Cambiar SMID Value portfolio and discuss the type of companies that we seek to invest in.

Global Markets – 4Q18 Review

The 4Q 2018 drawdown in stocks resulted in negative full-year returns, but equities were not alone in this regard – as almost all asset classes…

Field of Screens

Supercap Technology companies are the dominant players in the markets. We examine the impact.

Stay connected

What’s happening in the capital markets? We want to give you something to think about.  Stay connected and learn more about the emerging trends Cambiar is seeing right now.