Capital Gains ESTIMATES – 2024
Latest short and long-term 2024 capital gains information for the Cambiar Opportunity Fund, Cambiar Small Cap Fund, and Cambiar SMID Fund.
Cambiar Investors LLC is releasing this information at this time to serve the best interests of the shareholders by assisting them in evaluating the impact of capital gains on their tax liability. Final distribution rates will be published on the Fund’s scheduled declaration date. To receive a distribution, you must be a registered shareholder of the Fund on the record date.
Based on the number of shares outstanding as of October 31, 2024, Cambiar Investors LLC expects to declare the following capital gains for the Cambiar Opportunity Fund (CAMOX | CAMWX), Cambiar Small Cap Fund (CAMSX | CAMZX), and Cambiar SMID Fund (CAMMX | CAMUX).
For investors within the Cambiar International Equity Fund and Cambiar Aggressive Value ETF, no capital gains distributions are expected.
To determine if a Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Funds’ full and summary prospectus, which may be obtained by calling 1-866-777-8227 or by clicking here. Please read the prospectus carefully before investing.
Risk Disclosures
Mutual fund investing involves risk including loss of principal.
Cambiar Funds are distributed by SEI Investments Distribution Co. (SIDCO), which is not affiliated with Cambiar Investors LLC or its affiliates.