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Cambiar offers a variety of diverse investment strategies with varying regional and market capitalization focus.
| Product Name | Ticker | Geography | Category | Holdings Range | Avg. Security Weighting | Market Cap Range | |
|---|---|---|---|---|---|---|---|
|
|
International
|
International Equity
|
40-50
|
2.25%
|
>$5B
|
||
| CAMFX |
International
|
International Small Cap
|
40-50
|
2.25%
|
$500MM-$5B
|
||
| CAMGX |
Global
|
Global Equity
|
45-55
|
2%
|
>$5B
|
||
| CAMAX |
Global
|
Unconstrained Equity
|
20-30
|
4%
|
All Cap
|
||
|
|
Domestic
|
Large Cap Value
|
35-45
|
2.5%
|
>$10B
|
||
|
|
Domestic
|
Small–Mid Cap Value
|
35-45
|
2.5%
|
$2-$12B
|
||
|
|
Domestic
|
Small Cap Value
|
45-55
|
2%
|
$500MM-$5B
|
Cambiar Funds are distributed by SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Dr. Oaks, PA 19456, which is not affiliated with the Advisor. Check the background of SIDCO on FINRA’s BrokerCheck
To determine if a Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which can be obtained by clicking here or calling 1-866-777-8227. Please read it carefully before investing. There is no guarantee that the Funds will meet their stated objectives
Performance data quotes are past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month-end, please call 1-866-777-8227.
Mutual fund investing involves risk, including the possible loss of principal. In addition to the normal risks associated with investing, investments in smaller companies typically exhibit higher volatility and international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Emerging markets involved heightened risks related to the same factors as well as increased volatility and lower trading volume. The Cambiar Opportunity, International Equity, and Aggressive Value Funds may invest in derivatives, which are often more volatile than other investments and may magnify the Fund’s gains or losses.
Cambiar Funds are available to US investors only. Strategies included within the Separate Account section are not mutual funds and are not affiliated with SEI Investments Distribution Co.
| Product Name | Geography | Category | Holdings Range | Avg. Security Weighting | Market Cap Range | |
|---|---|---|---|---|---|---|
|
International
|
International Equity
|
40-50
|
2.25%
|
>$5B
|
||
|
International
|
International Equity
|
40-50
|
2.25%
|
>$5B
|
||
|
International
|
International Small Cap
|
40-50
|
2.25%
|
$500MM-$5B
|
||
|
Europe
|
International Equity
|
35-45
|
2.5%
|
>$5B
|
||
|
Global
|
Global Equity
|
45-55
|
2%
|
>$5B
|
||
|
Domestic
|
Large Cap Value
|
35-45
|
2.5%
|
>$10B
|
||
|
Domestic
|
Small–Mid Cap Value
|
35-45
|
2.5%
|
$2-$12B
|
||
|
Domestic
|
Small Cap Value
|
45-55
|
2%
|
$500MM-$5B
|
Cambiar provides a variety of uniquely tailored investment solutions for high net worth clients. These strategies offer increased flexibility and can be designed to meet specific investment objectives. For more information please contact us.
