Midterm Election Years – Correction & Rebound

In Focus

PSN Manager of the Decade – Large Cap Value

Cambiar's Large Cap Value was recognized as Manager of the Decade by Zephyr PSN. Learn more about this award.

Cambiar Insights

Here you will find regular thought-leadership pieces on equity markets, economies, and the investment management industry. Check back regularly for valuable insights and new perspectives.

Cambiar's SMID Fund is Top Ranked - Zacks Investment Research

Zacks Investment Research has recognized Cambiar’s SMID Fund as a top-ranked addition to one’s long-term investment portfolio after analyzing performance, diversification, and fees from over 19,000 mutual funds.

The Current Small and Midcap Landscape

Amidst a market teeming with opportunities and risks, we delve into why active management becomes not just a strategy but a necessity in navigating the volatile terrain of lower capitalization stocks.

Cambiar Large Cap Value being recognized as PSN Manager of the Decade
Cambiar Large Cap Value being recognized as PSN Manager of the Decade
PSN Manager of the Decade - Large Cap Value

Cambiar's Large Cap Value was recognized as Manager of the Decade by Zephyr PSN. Learn more about this award.

50+ & Beyond: A Pretty Good Idea That Went Pretty Far...

From a humble beginning in 1973 to industry veterans 50+ years later. The unexpected story of Cambiar Investors.

Remembrance and Reflection: 50+ Years of Cambiar

In late 2023, we paused our anniversary celebration in order to reflect on the profound impact of our founder's final days, sharing insights and memories that continue to shape our path forward.

Honoring the Legacy: Michael Barish

Cambiar President Brian Barish reflects on the passing of his father and Cambiar Founder, Michael S. Barish.

Divergence at its Peak

What happens when the S&P 500 hits an all-time high but, simultaneously, the Russell 2000 is in massive decline? We examine the historical trends and what it could mean for stocks this time around.

Capital building with volatile graph line showing that stocks are volatile during election years.
Capital building with volatile graph line showing that stocks are volatile during election years.
Election Years - Value vs. Growth

We examine the historical trend of value stocks outperforming growth stocks during election years, a pattern evident since 1980 and is particularly pronounced in small cap stocks.

Blocks showing PMI which stands for Purchasing Managers’ Index, also known as the IMS Manufacturing Index
Blocks showing PMI which stands for Purchasing Managers’ Index, also known as the IMS Manufacturing Index
ISM Manufacturing Trends – Small Cap Implications (updated)

We examine what PMI data can say about the performance of small and large caps.

Stay Connected

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