Cambiar Investors
Cambiar International Equity
International Large-cap
Mar 2025 → Mar 2026
Our archive holds 4 letters from this strategy, behind 1 investment thesis and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years — follow all of Cambiar Investors for every strategy.
What it bought and sold
We subsequently decided to sell Recruit and maintain positions in Publicis and SAP.
we increased our allocation to Utilities with the purchase of Energias de Portugal (EDP).