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QPD Podcast
QPD Podcast episodes
- Tech Through the Lens of a Value Investor
Investment Principal Joe Chin sits down to discuss the pandemic effects on technology, the importance of intangible assets, and how value investors should evaluate the tech space.
24 min - Defining Quality in Small Cap Stocks
In the inaugural episode of the QPD podcast, co-Portfolio Managers Andy Baumbusch and Colin Dunn sit down to discuss the creation of QPD and how it applies in their strategies.
Disclosure: https://cambiar.com/qpd-podcast-episode-1/
24 min
About QPD Podcast
From the publisher's feed
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.