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.
In Focus
Value vs. Growth – An International Perspective
International value stocks continue to trade at a huge discount relative to their growth peers. We examine the current landscape.
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…
Shallow Market Hypothesis
The (not so) Brave New World of Thinner Markets, Erratic Price Discovery, and Decreased Liquidity.
Market Insights – 1Q19
Cambiar President Brian Barish discusses 1Q19 performance and details the Shallow Market Hypothesis.
Global Markets – 1Q19 Review
Global equities rebounded in the first quarter of 2019, with most market averages posting solid gains.
Domestic Markets – 1Q19 Review
Is the longest-running bull market on record back on solid ground? In Cambiar’s opinion, 2019 has the potential to be a good year for equities,…
Stay connected
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