The Cambiar Small Cap Value strategy is a team managed portfolio. The portfolio employs an equal-weight portfolio construction approach. Cambiar believes this approach enables the strategy to maintain a more focused portfolio relative to peers, while also mitigating stock-specific risk via uniform position sizes.
Andrew P. Baumbusch
Colin M. Dunn, CFA
|Top 10 Holdings||% Weight|
|Marcus & Millichap||2.4|
|Orion Engineered Carbons||2.3|
|American Homes 4 Rent||2.3|
|Ritchie Bros Auctioneers||2.2|
|Jagged Peak Energy||2.2|
|% of Total||23.1|
|Market Cap Wtd Avg||3.0 B||2.1 B|
|Market Cap Median||2.5 B||0.8 B|
|Sector Weights||Cambiar||Russell 2000V|
|Risk Statistics*||Cambiar||Russell 2000V|
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.