Money Life Interview – Munish Malhotra
Cambiar Investment Principal Munish Malhotra joined Chuck Jaffe on his show Money Life to discuss his latest blog Cheap Isn’t Value and what it takes to be a value investor today.
In Focus
The Virus Plaguing Value
After decisive outperformance over the history of the stock market, “value” as a stock selection strategy has underperformed from 2007-present. Why?
Market Outlook – 2Q20
Cambiar President Brian Barish provides his latest market insights where he discusses current market performance and the variables that could dictate market direction in the…
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.
Money Life Interview – Brian Barish
Cambiar President Brian Barish recently joined Chuck Jaffe on his show Money Life. Brian details the digital economy, the unprecedented actions by the Federal Reserve,…
The False Narrative of Growth vs Value Investing
Cambiar Portfolio Managers Colin Dunn and Andy Baumbusch tackle the ongoing debate between value and growth.
The Last Dance For The Traditional Customer Approach
Investment Principal Munish Malhotra examines the acceleration of digital economy businesses during this pandemic.
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.
Interest Rates & Emerging Markets: That Late ’90s Feeling
Cambiar President Brian Barish provides his mid-year commentary and analyzes the similarities between current market conditions and that of 20 years ago.
Physical Retail vs. Amazon
Jeff Susman examines the Amazon Effects on traditional retail.
Rise of the Supercaps – Growth or Natural Monopolies?
Learn about what makes up the “Supercap Technology” companies.
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