Cambiar Aggressive Value Fund
The Cambiar Aggressive Value Fund's primary goal is to generate strong long-term performance using a concentrated approach in a global all-cap mandate. Portfolios invested in this strategy will typically hold 20-30 positions in companies Cambiar believes represent the best opportunities for long-term appreciation. The Aggressive Value portfolio will employ a relative value approach, whereby it searches for companies trading at the low end of historic and sectoral valuation ranges, with a strong market position or product franchise and good overall financial condition.
Fact Sheet
1Q 2008 Fact Sheet
Ticker
CAMAX
Share Class
Investor
Date of Fund Inception
August 31, 2007
Portfolio Assets as of 4/30/08
$21.9 Million
Minimum Investment
$100,000 / $25,000 IRA
Fees
Total Annual Expense: 2.42%
Fee Waivers: 0.92%
Net Expenses: 1.50%
Cambiar has voluntarily agreed to waive all or part of the advisor fee in order to keep total fund expenses at or below 1.5%. There can be no assurance that the Advisor will continue to waive the fees.
Morningstar Rating
Not Rated
