The Cambiar Large Cap Value strategy is the firm's oldest strategy and utilizes a team approach to investing. Each member of the seven person investment team is then charged with finding the most compelling investment opportunities within their assigned sectors/industries.
The team conducts a rigorous internal research process to identify companies that we believe possess an attractive risk-return profile – we believe the risk of capital loss is modest while the potential for outsized return is high. Such scenarios are the result of price sensitivity at the point of purchase, as well as a non-consensus assessment of the true economic value of the company over a forward 1-2 year timeframe.
Portfolio was incepted in 1973.
The portfolio holds between 35-45 stocks.
Sector weights based on bottom-up fundamental, not index construction.
Invests in companies with a market cap larger than $5 billion.
Brian M. Barish, CFA
|Top 10 Holdings||% Weight|
|% of Total||30.6|
|Market Cap Wtd Avg||106.2 B||115.6 B|
|Market Cap Median||44.7 B||10.0 B|
|Sector Weights||Cambiar||Russell 1000V|
|Risk Statistics*||Cambiar||Russell 1000V|
Certain information contained in this communication constitutes “forward-looking statements”. Due to market risk and uncertainties, actual events or results, or the actual performance of Cambiar’s client accounts may differ materially from that reflected or contemplated in such forward-looking statements. All information is provided for informational purposes only and should not be deemed as a recommendation to buy the securities mentioned. There is no guarantee that the opinions expressed herein will be valid beyond the date of this presentation. There can be no assurance that the portfolio will continue to hold the same position in companies described herein, and the portfolio may change any portfolio position at any time. The specific securities identified and described do not represent all of the securities purchased, sold, or recommended by Cambiar and the reader should not assume that investments in the securities identified and discussed were or will be profitable.