QPD Podcast Podcast Por Cambiar Investors arte de portada

QPD Podcast

QPD Podcast

De: Cambiar Investors
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Investing in today's market environment requires asset managers to have foundational principles. At Cambiar Investors, their three pillars are Quality | Price | Discipline (QPD). In this podcast, host Kyle Helton dives deep into what QPD means and how the philosophy is applied across a variety of investments. Disclosure: Certain information contained in this podcast series constitutes “forward-looking statements”, which are based on Cambiar’s beliefs, as well as certain assumptions concerning future events, using information currently available to Cambiar. Due to market risk and uncertainties, actual events, results or performance may differ materially from that reflected or contemplated in such forward-looking statements. The information provided is not intended to be, and should not be construed as, investment, legal, or tax advice. Nothing contained herein should be construed as a recommendation or endorsement to buy or sell any security, investment, or portfolio allocation. Any characteristics discussed are for illustrative purposes and accordingly, no assumptions or comparisons should be made based upon these ratios. Statistics/charts and other information presented may be based upon third-party sources that are deemed reliable; however, Cambiar does not guarantee its accuracy or completeness. As with any investments, there are risks to be considered. Past performance is no indication of future results. All material is provided for informational purposes only and there is no guarantee that any opinions expressed herein will be valid beyond the date of each episode's publication. The specific securities identified and described in each of the podcast episodes do not represent all of the securities purchased or held in Cambiar accounts on the date of publication, and the reader/listener should not assume that investments in the securities identified and discussed were or will be profitable. The holdings described may differ by account based on the account’s strategy, and other factors. All information is provided for informational purposes only and should not be deemed as a recommendation to buy the securities mentioned.Cambiar Investors 2021 Economía Finanzas Personales Política y Gobierno
Episodios
  • Uber, Airbnb & The Future of Industrial Investing

    Uber, Airbnb & The Future of Industrial Investing
    Mar 3 2025

    In this episode, we explore the evolving landscape of industrial REITs, logistics, and platform businesses. Cambiar’s Adam Ballantyne discusses how consolidation has reshaped industries, why Uber and Airbnb are thriving, and what rising interest rates mean for real estate.

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    28 m
  • Discipline in Focus: Small & SMID Cap Investing in 2025

    Discipline in Focus: Small & SMID Cap Investing in 2025
    Jan 14 2025

    In this episode, Cambiar Portfolio Manager Colin Dunn discusses the performance of small and SMID cap stocks in 2024, reflecting on the challenges brought on by a "risk-on" market.

    He also shares his outlook for 2025 and how Cambiar's disciplined approach positions his strategies for potential success in the year ahead.
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    15 m
  • Market Insights: 2024-25 Review & Outlook

    Market Insights: 2024-25 Review & Outlook
    Jan 8 2025

    Brian Barish provides his 2024-25 market review and outlook. He reflects on the uneven performance of 2024, propelled by the momentum in AI-driven innovation and mega-cap tech.

    Looking ahead, he details potential risks, the investment thesis for Airbnb, and what other areas of the market Cambiar is seeing opportunities.
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    25 m
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