QPD Podcast

About QPD Podcast

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.

Publisher

Cambiar Investors

Category

business · news

Language

en

Explicit

No

First episode

8 Oct 2021

Latest episode

3 Mar 2025

Latest episodes

22 episodes in the feed.

1. 

   3 Mar 2025

   Uber, Airbnb & The Future of Industrial Investing

   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.

2. 

   14 Jan 2025

   Discipline in Focus: Small & SMID Cap Investing in 2025

   Cambiar Portfolio Manager Colin Dunn shares his disciplined approach to navigating small and SMID cap stocks in 2025, positioning investors for potential success in a rapidly changing market.

3. 

   8 Jan 2025

   Market Insights: 2024-25 Review & Outlook

   Brian Barish provides his 2024-25 market review and outlook. He reflects on the uneven performance of 2024, propelled by the momentum in AI-driven innovation and mega-cap tech. Looking ahead, he details potential risks, the investment thesis for Airbnb, and what other areas of the market Cambiar is seeing opportunities.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

2 ratings

Podcast Authority Score: 15 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

7

Social presence

0

YouTube

0

Engagement

60

Contact QPD Podcast

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.