INVESTING WITH THE COURAGE OF OUR CONVICTIONS®
In focus

Brian Barish joins Schwab TV to discuss the potential for widening market breadth in 2024 and three stocks he finds attractive.
Strategies
Product Name | Ticker | Geography | Holdings Range | Avg. Security Weighting | Market Cap Range | Learn More Link |
---|---|---|---|---|---|---|
Large Cap Value
|
|
Domestic
|
35-45
|
2.5%
|
>$10B
|
|
Small–Mid Cap Value
|
|
Domestic
|
35-45
|
2.5%
|
$2-$20B
|
|
Small Cap Value
|
|
Domestic
|
45-55
|
2.0%
|
$500MM-$8B
|
|
International Equity
|
|
International
|
40-50
|
2.25%
|
>$5B
|
|
International Small Cap
|
CAMFX |
International
|
40-50
|
2.25%
|
$500MM-$5B
|
CAMBIAR ETFS
Discover our recently launched ETF products.
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Cambiar Funds are distributed by SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Dr. Oaks, PA 19456, which is not affiliated with the Advisor. Check the background of SIDCO on FINRA’s BrokerCheck
To determine if a Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which can be obtained by clicking here or calling 1-866-777-8227. Please read it carefully before investing.
RISK DISCLOSURE
Mutual fund investing involves risk, including the possible loss of principal. The Funds pursue a “value style” of investing. If the Adviser’s assessment of market conditions, or a company’s value or prospects for meeting or exceeding earnings expectations is inaccurate, the Funds could suffer losses or produce poor performance relative to other funds or market benchmarks. In addition, “value stocks” can continue to be undervalued by the market for long periods of time, and may never achieve the Adviser’s expected valuation. In addition to the normal risks associated with equity investing, international investing may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. The International Equity, International Small Cap, and Aggressive Value Funds may invest in Emerging markets, which involve heightened risks related to the same factors as well as increased volatility and lower trading volumes. All Funds except the Opportunity Fund may invest in smaller companies, which typically exhibit higher volatility. The Aggressive Value Fund may invest in derivatives, which are often more volatile than other investments and may magnify the Funds’ gains or losses. The Aggressive Value Fund is non-diversified and may invest a significant portion of its assets in a relatively small number of securities, which can increase the impact of potential losses. There can be no assurances that the Funds will achieve their stated objectives. The Aggressive Value Fund may engage in short sales. With short sales, you risk paying more for a security than you received from its sale . Short sales losses are potentially unlimited and the expenses involved with the shorting strategy may negatively impact the performance of the Fund. Funds may underperform other similar funds that do not consider conscious company/ESG guidelines when making investment decisions.
Cambiar Funds are available to US investors only. Strategies included within the Separate Account section are not mutual funds and are not affiliated with SEI Investments Distribution Co.
Product Name | Geography | Holdings Range | Avg. Security Weighting | Market Cap Range | Learn More Link |
---|---|---|---|---|---|
Large Cap Value
|
Domestic
|
35-45
|
2.5%
|
>$10B
|
|
Small–Mid Cap Value
|
Domestic
|
35-45
|
2.5%
|
$2-$20B
|
|
Small Cap Value
|
Domestic
|
45-55
|
2.0%
|
$500MM-$8B
|
|
International Equity
|
International
|
40-50
|
2.25%
|
>$5B
|
|
International Equity
|
International
|
40-50
|
2.25%
|
>$5B
|
|
International Equity
|
Europe
|
35-45
|
2.5%
|
>$5B
|
|
Global Equity
|
Global
|
45-55
|
2.0%
|
>$5B
|
CAMBIAR ETFS
Discover our recently launched ETF products.
Explore Today
Holdings, average security weightings, and market cap range are guidelines only and may be subject to change.