Discipline in Focus: Small & SMID Cap Investing in 2025
QPD Podcast by Cambiar Investors
S4 · E2
Jan 14, 2025
15:18
Episode notes
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.
Keywords
quality
investing
small cap
stocks
equity
midcap
artificial intelligence
2025