Notas del episodio
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.
Palabras clave
qualityinvestingsmall capstocksequitymidcapartificial intelligence2025