Crude Questions: Mergers and Rising Prices

Tag: relative value active manager

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.

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.

Three lines coming together to show the QPD process for PPG Industries.
Three lines coming together to show the QPD process for PPG Industries.
QPD In Action - 4Q23

This quarter we paint our Quality | Price | Discipline process by featuring the world's second largest coating/painting business, PPG Industries.

Greater Market Breadth - Schwab TV

Brian Barish joins Schwab TV to discuss the potential for widening market breadth in 2024 and three stocks he finds attractive.

SMID Value - PSN Top Guns - Q4 2023

The Cambiar SMID Value portfolio was recognized by PSN as a Top Gun strategy for Q4 2023.