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Want a Globally Diversified Portfolio? Consider Cambiar Investors

Posted by WrapManager's Investment Policy Committee

May 29, 2014

For many investors, a globally diversified portfolio makes sense as part of their investment plan. Within this field, international money manager Cambiar Investors' International Equity ADR strategy combines a deep level of focus and experience in international stocks, and it has demonstrated the ability to deliver positive results over time.

WrapManager included it on our “Top Equity Money Manager Picks for 2014” list, and Investment Advisor Magazine awarded Cambiar and the strategy a “2012 SMA Money Manager of the Year [Award] for International Equity.”

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Cambiar Investors, LLC

Cambiar Investors International Equity First Quarter Commentary

May 13, 2014
International money manager Cambiar Investors reviews the past quarter, as well as the performance of their International Equity ADR and Global Select money manager strategies. “Aggregate global equities posted modest gains in the first quarter – a moral victory of sorts, given the broad sell-off in stocks that occurred in January. Buyers stepped in toward the end of the quarter, and many indices needed the last week of March to get back into the black. Stocks remained resilient during the quarter, despite ongoing concerns about Emerging Markets, valuation concerns in the U.S., and the increasing political uncertainty via Russia and their activities in the Ukraine.”     Download Cambiar's Full Commentary Here   Get Free Research Reports on Cambiar Investors [+] Read More

Where Are International Equity Markets Headed? - Cambiar Investors

January 27, 2014
International money manager Cambiar Investors' fourth quarter investment commentary reviews their outlook for the international equity markets and the performance of their International and Global equity portfolios. From the commentary: "Global equities continued their dramatic ascent into the fourth quarter, with many indices closing 2013 at their high of the year. A diminishing sense of crisis, coupled with growing evidence of improving economic activity, awakened investors’ animal spirits, and global equities were the direct beneficiary of this increased optimism."   Download Cambiar Investors' Full Commentary Here Get Free Research Reports on Cambiar Investors   [+] Read More

Third Quarter International Equity Market Outlook - Cambiar Investors

October 31, 2013
International equity money manager Cambiar Investors' latest investment commentary discusses their outlook for the international equity markets and the performance of their International and Global equity portfolios. From the commentary: "As we enter the final quarter of 2013, it would not be a surprise if the year-to-date enthusiasm towards equities wanes in favor of a more defensive posture. The reasons for caution are plentiful: gridlock in Washington, taper timing by the Fed, a new Fed Chairperson, uncertainty in Syria, and above all – a stock market that is no longer that cheap. As the saying goes, the market climbs a wall of worry…but resolution on these fronts would certainly bolster investor confidence."   Download Cambiar Investors' Full Commentary Here Get Free Research Reports on Cambiar Investors [+] Read More

Investing in Emerging Markets - What to Do - Cambiar Investors

September 19, 2013
Cambiar Investors comprehensive report on the Emerging Markets investing climate asks what should investors do with their emerging markets portfolio, and reviews the unique challenges of an atypical business cycle, investing in China, and what lies ahead for many emerging markets countries. [+] Read More

Cambiar Investors - International Market Commentary Second Quarter 2013

August 9, 2013
Cambiar Investors' latest commentary reviews the international and emerging markets, along with the performance of their two international investment strategies. "Despite impressive annualized gains over the past three years, global equities have largely taken a backseat to their fixed income counterparts. Within equities, the U.S. has been the top-performing market, while austerity and slow growth have been headwinds for Europe, and Emerging Markets remain volatile. The Cambiar International Equity and Global Select portfolios continue to seek balance and broad diversification, while maintaining a degree of nimbleness to 'flex' the portfolio if a given sector/region becomes particularly attractive."   Download Cambiar Investors' Full Commentary Here Get Free Research Reports on Cambiar Investors [+] Read More

Cambiar Investors - Reviewing the International Equity Market Outlook

May 1, 2013
Investment Advisor Magazine's International SMA Money Manager of the Year for 2012, Cambiar Investors, reviews this past quarter and provides their global outlook for 2013 in their latest investment commentary. "International equities had a mixed quarter, as developed markets (MSCI EAFE Index) posted a 5.1% gain, while the MSCI Emerging Markets Index declined by 2.1%. After a strong start to the year, buyer's fatigue appeared to set it. An uptick in negative newsflow (banking crisis in Cyprus, election in Italy, increasing tension between North Korea and South Korea) further incentivized investors to move to the sidelines in the back half of the quarter."       Download Cambiar Investors' Full  Commentary Here    Get Free Research Reports  on Cambiar Investors [+] Read More