When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help

When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help

Investment Principal Ania Aldrich recently told Barron’s where the Cambiar Opportunity Fund is seeking relative value in the wake of big tech’s run-up.


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For top ten holdings, please click here  

Performance (ending 6.30.2021)

  2Q21 YTD 1 Year 3 Year 5 Year 10 year Since Inception
CAMOX 6.81% 18.23% 47.41% 17.26% 15.75% 10.96% 9.54%
R1000V 5.21% 17.05% 43.68% 12.42% 11.87% 11.61% 7.41%

Since Inception: 6.30.1998.  Investor Share Class: Expense ratio is 0.94% (gross); 0.84% (net). Cambiar Investors, LLC has contractually agreed to reduce fees and reimburse expenses in order to keep net operating expenses from exceeding 0.84% of the average daily net assets of each of the Fund’s share classes until March 1, 2022. 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 data current to the most recent month-end, please call 1-866-777-8227 or visit the Opportunity Fund profile page here. High short-term performance of the fund is unusual and investors should not expect such performance to be repeated. Russell 1000® Value Index measures the performance of those Russell 1000 companies with lower price-to-book ratios and lower forecasted growth values. Indices are unmanaged and returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.  

Risk Disclosure
Mutual fund investing involves risk, including the possible loss of principal.  The Cambiar Opportunity Funds may invest in derivatives, which are often more volatile than other investments and may magnify the Fund’s gains or losses. There can be no assurance that the Fund will achieve its stated objectives. Diversification does not protect against market loss.  A company may reduce or eliminate its dividend, causing loses to the fund.

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. There is no guarantee that the Funds will meet their stated objectives.

Cambiar Funds are distributed by SEI Investments Distribution Co., 1 Freedom Valley Dr. Oaks, PA 19456, which is not affiliated with the Advisor or any company mentioned in this article.

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