04/30/2007 - Wealth Manager - Cheap Blue Chips
Cambiar achieved its victory by following a tight valuation
discipline. Portfolio manager Brian Barish looks for companies
that sell for less than their average historical prices as measured
by price-earnings ratios or other indicators, such as price-sales
figures. more >>
10/15/2007 - The Wall Street Transcript - Interview With Brian Barish
We try to focus on companies that enjoy strong franchises
and have a positive long-term business backdrop but yet the market
has been unable or unwilling to factor in these positive elements.
From that point forward, we build a portfolio of companies in all of
our strategies that we think at the point of purchase have an asymmetric risk/return profile. more >>