Cheap Is Not Value
Cheap does not equate to value. Investment Principal Munish Malhotra explains.
In Focus
Global Markets – 3Q20 Review
International stocks rose in the third quarter, with the MSCI EAFE Index posting a return of 4.8%. The gains in the quarter were front-end loaded…
Domestic Markets – 3Q20 Review
The ‘gro-mo’ trade (growth and momentum) has reached a level where Nasdaq stocks are outperforming the broader market by magnitudes last seen in the dotcom…
Value vs Growth Stocks After the Election
Cambiar President Brian Barish was recently interviewed by MarketWatch, where he discusses value vs. growth investing coming out of a Presidential election.
Cambiar Wins Two IMEA STAR Awards
Cambiar Investors receives two IMEA STAR award for Best Educational Campaign & Investor Website.
Libation Rotation
We examine how alcohol consumption trends have changed in a quarantine environment.
SMID Sailing: Celebrating 10 Years
A decade after the launch of a SMID value strategy at Cambiar Investors, Co-Portfolio Managers Andrew Baumbusch and Colin Dunn sat down to discuss the…
U.S. Stocks Turn Higher on Factory Data
Cambiar President Brian Barish recently sat down with the Wall Street Journal to discuss the current market conditions and where we are finding opportunities.
SMID & Small Cap Value – 2Q20 Review
Cambiar SMID and Small Cap Value portfolio managers provide an update on their portfolios and discuss outperformance for the quarter.
International Equity – 2Q20 Review
Performance drivers and outlook for the Cambiar International Equity Portfolio.
Large Cap Value – 2Q20 Review
Cambiar President Brian Barish examines the second-quarter performance for the Large Cap Value portfolio and details what is moving the markets.
Domestic Markets – 2Q20 Review
The ‘gro-mo’ trade (growth and momentum) has reached a level where Nasdaq stocks are outperforming the broader market by magnitudes last seen in the dotcom…
Global Markets – 2Q20 Review
International stocks rallied in the second quarter, with the MSCI EAFE Index gaining 14.9%, the strongest return since the third quarter of 2010. Emerging market…
‘Nasdaq 1999’ Feel May Boost Even Humdrum Stocks
Cambiar President Brian Barish is interviewed by Bloomberg.com and current market conditions and the similarities to 1999
The False Narrative of Growth vs Value Investing
Cambiar Portfolio Managers Colin Dunn and Andy Baumbusch tackle the ongoing debate between value and growth.
Brian Barish on TD Ameritrade TV’s “Morning Trade Live”
Cambiar President Brian Barish joined the Morning Trade Live show on Friday, June 5, 2020, to discuss his Five Buckets of Investments.
Coronavirus – What You Need to Know Part II
Cambiar Senior Analyst Charmaine Chan provides her second Q&A segment on COVID-19. She details the latest on possible vaccines, the next steps for the U.S.…
Change Is Needed…
Our thoughts on the recent injustices we are seeing across our nation.
Large Cap Value – 1Q20 Review
Cambiar President Brian Barish details the active first quarter for the Large Cap Value portfolio and what led to outperformance.
International Equity – 1Q20 Review
Performance drivers and outlook for the Cambiar International Equity Portfolio.
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.
