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 15-30 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.
Ticker
CAMAX
Share Class
Investor
Date of Fund Inception
August 31, 2007
Portfolio Assets as of 1/31/10
$25.5 Million
Minimum Investment
$2,500 / $500 IRA
Fees
Total Annual Expense: 1.70%
Fee Waivers: -0.20%
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
