The Winning Strategy for the Cambiar SMID Fund – MarketWatch Interview

The Winning Strategy for the Cambiar SMID Fund – MarketWatch Interview

Beating the benchmark while giving fund holders needed diversification. A MarketWatch profile.


For more information, fund performance, and holdings, click here.


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. Diversification does not ensure a profit or guarantee against a loss.

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. 

Returns greater than 1 year are annualized. The performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted.  For performance current to the most recent month-end, please call 1-866-777-8227.

Returns assume reinvestment of all dividend and capital gains distributions. Investor Share Class: Expense ratio is 0.99% (gross); 0.85% (net). Cambiar Investors, LLC has contractually agreed to reduce fees and reimburse expenses in order to keep net operating expenses from exceeding 0.85% of the average daily net assets of each of the Fund’s share classes until March 1, 2023. Absent these waivers, total return would be reduced. The Russell 2500® Value Index measures the performance of those Russell 2500 companies with lower price-to-book ratios and lower forecasted growth values. The Russell Indices are unmanaged and returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.

The fund charges a 2.00% redemption fee on redemptions of shares held for less than 90 days. 

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.