At Cambiar Investors, we understand the challenges and complexities you face in today’s ever-evolving market landscape. That’s why we’re dedicated to providing you with not only top-tier investment strategies but also the resources and support you need to excel in your advisory role.
We appreciate your continued confidence in our partnership and invite you to learn more about how the CAMBIAR SMALL CAP FUND can help elevate your practice.
The Cambiar Small Cap Fund is a diversified strategy that invests primarily in small-cap companies domiciled in the U.S.
KEY FACTS
At Cambiar Investors, our advantage is built on a legacy of expertise spanning over 50 years. As a seasoned asset manager, we’ve weathered market fluctuations and economic shifts, emerging as a stable, client-first organization committed to providing financial success.
Our core strength lies in our Quality, Price, Discipline (QPD) process, meticulously honed over the years. This disciplined approach enables us to navigate the investment landscape with precision, aiming for superior risk-adjusted returns.
WHAT IS QPD? Cambiar’s redefined approach to relative value investing is the firm’s key to uncovering investment opportunities others may overlook.
Company-specific attributes such as high relative profitability, durable free cash flow generation, a defensible margin/return profile, and low leverage are viewed as critical inputs to delivering excess return over a full market cycle.
SEEK STRONG COMPANY INTERNALS:
SEEK FAVORABLE INDUSTRY EXTERNALS:
Price sensitivity at attachment is the most critical determinant of both forward return potential and downside risk.
ADHERE TO GUIDING PRICE PRINCIPLES:
DETERMINE THE RIGHT PRICE:
Strict adherence to a well-defined stock underwriting process and a robust portfolio construction framework.
Take the opportunity to reach your investment goals and explore Cambiar’s additional domestic strategies.
RISK DISCLOSURE
Mutual fund investing involves risk, including the possible loss of principal. In addition to the normal risks associated with investing, investments in smaller companies typically exhibit higher volatility. There can be no assurance that the Fund will achieve its stated objectives.
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 summary or statutory prospectus which can be obtained by clicking here or calling 1-866-777-8227. Please read it carefully before investing.
This material represents the portfolio manager’s opinion and is an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice or a specific recommendation of securities. There is no guarantee that any forecasts made will come to pass.
Cambiar Funds are distributed by SEI Investments Distribution Co., 1 Freedom Valley Dr. Oaks, PA 19456, which is not affiliated with the Advisor. 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.
*Quality and Valuation objectives analyzed when assessing individual portfolio companies are necessarily subjective and, therefore, may not be consistent with benchmark metrics, due to a number or factors including current investment sentiment, portfolio and benchmark composition, and other factors.
