Cambiar Investors

International investing presents its own set of unique challenges, but the dynamic economic landscape also unlocks distinct opportunities. From Europe’s energy crisis to the impact of tariffs and carbon taxes, explore key aspects and risks to consider when investing internationally. https://lnkd.in/gewA5pGf #GlobalMarkets #CambiarInFocus #QPDPodcast #InternationalInvesting

Wishing you a warm and joyous Thanksgiving surrounded by loved ones! 🍁 #Thanksgiving

Cambiar has been named as a finalist for the ThinkAdvisor 2024 Luminaries Awards! We're honored to be recognized for the Thought Leadership and Education Award, and a huge congratulations to our Director of Marketing, John Le, for his nomination as Thought Leader of the Year. Read more about our thought leadership impact below. *These nominations were announced on September 9, 2024, and relate to our thought leadership and education efforts in 2024. Cambiar did not compensate ThinkAdvisor in order to receive the nomination. #ThinkAdvisor #CambiarQPD #2024LuminariesAwards

Tune in to the latest QPD Podcast, where Cambiar’s International Equity Portfolio Manager, Di Zhou, CFA, FRM, unpacks the unique challenges and opportunities presented in international investing. Explore why multinational brands outside of the U.S. are becoming increasingly appealing as valuations in the U.S. continue to climb and gain valuable insights to help navigate the 2025 investment landscape. Listen here: https://lnkd.in/gewA5pGf #internationalinvesting #2025outlook #QPDPodcast #Cambiarinfocus

As interest rates ease and market uncertainty looms, value stocks may be positioned for renewed strength. Historically, similar conditions have led to outperformance in value stocks as stable, cash-generating companies attract investors seeking resilience amid volatility. Learn more: https://lnkd.in/gKC9J5bN #valueinvesting #growthvsvalue #largecaps #cambiarinfocus

Saluting the brave men and women who have served our country. To all veterans, we thank you! #VeteransDay

International stocks managed to outperform U.S. markets last quarter, a notable shift after trailing for much of the current cycle. Explore how Cambiar’s International Equity portfolio has captured this momentum with effective risk mitigation and a focus on valuation, guided by our Quality, Price, Discipline approach. For important performance information, click here: https://lnkd.in/gE4MYdYp #InternationalEquities #MSCIEAFE #ValueInvesting

Election years are often marked by heightened market volatility, but 2024 has been surprisingly steady—so far. Discover why the typical election year swings haven't materialized. https://lnkd.in/g3DagKFm #elections #valueinvesting #qpdprocess

At Cambiar, we believe Porsche is a high-performance example of QPD in Action. 🔹 Quality: Iconic brand with improving scale and efficiency 🔹 Price: A stock with a discounted valuation that’s ready to shift gears. 🔹 Discipline: Growth potential with new models like the 911 and e-Macan. Porsche is built for speed. Rev up your international allocation with Cambiar and Porsche. https://lnkd.in/gyWUCtv6 #qpdinaction #porsche #valueinvesting

Did you know that historically, value stocks have outperformed growth stocks during election years? The outperformance of value stocks over growth stocks becomes even more pronounced as we move down the market capitalization spectrum. Small cap value stocks, in particular, have shown remarkable resilience and growth potential during election years. Read more: https://lnkd.in/gNRu3pVF