QPD Podcast

Cambiar Investors

English Business Business News Investing News

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Episodes 22

Avg. Duration 20m

Activity Sporadic

Since Oct 2021

Latest Episode Mar 2025

Publishing Details

Schedule

Monthly

Format

Episodic

Hosting

media.rss.com

About This Podcast

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.

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Recent Episodes

S4E3 Uber, Airbnb & The Future of Industrial Investing

Mar 03, 2025 28m

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…

S4E2 Discipline in Focus: Small & SMID Cap Investing in 2025

Jan 14, 2025 15m

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…

S4E1 Market Insights: 2024-25 Review & Outlook

Jan 08, 2025 25m

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…

S3E4 Global Opportunities: Navigating International Markets in 2025

Nov 18, 2024 15m

In this episode, Di Zhou, Portfolio Manager for Cambiar’s International Equity Portfolio, discusses the unique challenges and opportunities in international investing. She explores why multinational…

S3E3 Surprising Momentum: Insights from an Active Summer in the Stock Market

Oct 09, 2024 16m

In this episode, Cambiar President Brian Barish chats about the unexpected activity in the stock market during the usually slow summer months. Topics range from interest rate cuts, rising market…

S3E2 RSV Unveiled: Breaking Down the New Vaccines on the Block

May 16, 2024 16m

In this episode of the QPD Podcast, Dr. Raymond Blum, a board-certified expert in internal medicine and infectious diseases, discusses the impact of respiratory syncytial virus (RSV).We explore the…

S3E1 The Current Small and Midcap Landscape

Mar 06, 2024 16m

We unveil the intricacies of the small and midcap stocks landscape in the first episode of season three.Amidst a market teeming with opportunities and risks, we delve into why active management…

S2E7 Unleashing Value's Aggressive Side

Oct 30, 2023 11m

In this episode, we shift our spotlight onto the Aggressive Value ETF (ticker CAMX). While aggressive growth products abound, the realm of aggressive value is a road less traveled.Join us as we…

S2E6 QPD Highlights - Escape the Strategist Trap

Oct 20, 2023 9m

In our first episode of QPD Highlights ( bite-sized insights on key investment topics), Cambiar President Brian Barish details why you should avoid the noise of strategists in today's market…

S2E5 All Things Financial

Aug 29, 2023 22m

Cambiar Investment Principal Ania Aldrich joins the program to discuss all things financials. Topics range from the state of regional and large banks post second-quarter earnings, impact from rating…

S2E4 Fading The Hype - AI Craze, Banks, & Physical Economy Opportunities

Jun 27, 2023 27m

Cambiar President Brian Barish is back to provide his mid-year 2023 stock market review. He details the recent AI craze and whether or not we are in a hype cycle. He sheds some light on the…

S2E3 Roundtable Regroup - Banks, Casinos, and Comedians

May 25, 2023 30m

After a month full of RIA and Institutional conferences and meetings, we sit down and reflect on some of the most pressing topics - from regional banks to casinos to comedians.

S2E2 The Heat Is On - Can Europe Avoid an Energy Crisis?

Mar 22, 2023 19m

Europe so far has been able to manage through the energy crisis brought on by the Ukraine War. However, to jump-start their economy, they may need to increase their purchases of higher-priced global…

S2E1 K.I.S.S. - Keeping it Simple in Smaller Caps

Jan 24, 2023 19m

Cambiar PMs Andy Baumbusch and Colin Dunn join the show to detail what they think could be in store for small cap equities in 2023.With heightened uncertainty, their consistent game plan of keeping…

S1E8 Navigating Through Small Cap Equities in Today's Volatile Environment

May 31, 2022 22m

Cambiar Small Cap and SMID Value Portfolio Managers, Andy Baumbusch and Colin Dunn join the show to discuss financial gravity in smaller cap equities and how this correction has created opportunities…

S1E7 Reintroduction of Risk Premium & New Market Leadership

Apr 29, 2022 19m

Cambiar President Brian Barish joins the show again to provide an updated market outlook. A lot has happened since his last appearance three months ago and Brian sheds some light on the rise of…

S1E6 Utilizing Risk Factors in Active Management

Apr 20, 2022 15m

Cambiar's Director of Analytics, Ben Youngdahl joins the show to discuss the importance of Barra Risk Factors in asset management. He details how these characteristics can provide a clearer picture…

S1E5 Pole Position: Why Formula 1 Looks Attractive

Mar 15, 2022 14m

We examine the popularity of the Drive to Survive docu-series and the profound impact it has on this growing sport. Munish Malhotra joins us to detail why the stock looks attractive and what the…

S1E4 2022 Risks & Portfolio Positioning

Jan 07, 2022 28m

In part two of our interview with Brian Barish, he discusses the potential risks that China and Omicron pose. He also talks about portfolio positioning and three names that meet the QPD criteria.

S1E3 2022 Outlook - Part 1

Jan 04, 2022 20m

Cambiar President Brian Barish joins the QPD Podcast for the first episode of 2022. In part one, Brian reflects back on 2021 and provides an outlook for equity markets in the coming year.

Frequently Asked Questions

How many episodes does QPD Podcast have?

QPD Podcast has published 22 episodes since October 2021, covering topics in Business, Business News.

Is QPD Podcast still active?

QPD Podcast is currently sporadic with new episodes monthly. Average episode length is 20m.