![]() |
QPD PodcastAuthor: Cambiar Investors
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 Cambiars 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 accounts strategy, a Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Uber, Airbnb & The Future of Industrial Investing
Episode 3
Monday, 3 March, 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.