Mutual Fund Investors
The Cambiar Funds are designed to be benchmark agnostic. While we are cognizant of notable sector over/underweights, we do not let index composition dictate portfolio decisions.
Cambiar’s belief is that in order to outperform a benchmark by any meaningful amount, you must differentiate yourself. All of Cambiar’s portfolios should be expected to have high active share metrics versus their respective performance benchmarks.
2011 Capital Gains Info
There are only two Cambiar Funds that will have capital gains distributions for 2011. See below for more info.
Distributions for the Small Cap Fund (CAMSX/CAMZX). Click here.
Distributions for the Aggressive Value Fund (CAMAX). Click here.
Cambiar’s belief is that in order to outperform a benchmark by any meaningful amount, you must differentiate yourself. All of Cambiar’s portfolios should be expected to have high active share metrics versus their respective performance benchmarks.
2011 Capital Gains Info
There are only two Cambiar Funds that will have capital gains distributions for 2011. See below for more info.
Distributions for the Small Cap Fund (CAMSX/CAMZX). Click here.
Distributions for the Aggressive Value Fund (CAMAX). Click here.
-
Opportunity Fund (CAMOX/CAMWX)
Learn MoreThe Cambiar Opportunity Fund is a large cap value fund, designed to outperform the S&P 500 and Russell 1000 Value Index. -
Small Cap Fund (CAMSX/CAMZX)
Learn MoreThe Cambiar Small Fund is designed to outperform the Russell 2000 and Russell 2000 Value Index. -
International Equity Fund (CAMIX)
Learn MoreThe Cambiar International Equity Fund is diversified across sectors, countries, regions and is designed to outperform the MSCI EAFE Index. -
Aggressive Value Fund (CAMAX)
Learn MoreThe Cambiar Aggressive Value Fund is a opportunistic 'best ideas' Fund that holds stocks from Cambiar's three existing Funds; Opportunity, Small Cap and International Equity Fund. -
Smid 30 Fund (CAMMX)
Learn MoreThe Cambiar Smid 30 Fund was launched in May 2011. The Fund seeks long term capital preservation. The Fund also seeks to outperform the Russell 2500 and Russell 2500 Value Index. -
Global Select Fund (CAMGX)
Learn MoreThe Cambiar Global Select Fund was launched in November 2011. The Fund seeks long term capital preservation. The Fund also seeks to outperform the MSCI All Country World Index.
| Mutual Fund Performance | |||
|---|---|---|---|
| Nav's For February 21, 2012 | |||
| Symbol | Nav | MTD(%) | YTD(%) |
| CAMOX | $18.42 | 4.60 | 10.50 |
| CAMSX | $19.11 | 5.29 | 14.16 |
| CAMIX | $19.46 | 4.12 | 11.07 |
| CAMAX | $11.91 | 6.53 | 14.85 |
| CAMMX | $9.47 | 3.95 | 10.37 |
| CAMGX | $11.29 | 4.83 | 11.89 |
For standard performance, please click on the respective Fund's ticker symbol in the performance chart.
Fact Sheets |
Commentary |
Forms |
Articles |