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Growth Through Value – Fee Reductions

Cambiar Investors announced fee reductions on all mutual funds

The singular focus at Cambiar Investors is delivering strong investment returns to our clients.  In conjunction with this unwavering commitment, Cambiar is announcing a reduction in the management fee and related net expense ratios across the suite of Cambiar Funds.  The new net expense ratios took effect on March 1, 2019.

“Cambiar has been applying an active, research-driven approach for over 45 years.  While the investment landscape has changed dramatically over the years, Cambiar remains committed to the value proposition we want to deliver to our clients,” said Nancy Wigton, Executive Director of Sales & Marketing.

The net fee reductions range from 10-19% for Cambiar’s Institutional Share Classes and from 5-33% for the Investor Share Classes.

Cambiar’s long-term objective of delivering above-market returns over a cycle is anchored by the following attributes:

  • Relative Value – A sole focus on our core competency
  • Independent – An ownership structure that aligns our long term goals with our clients
  • Competitive – A fee structure that improves net returns for our clients

We are confident this reduction in expenses, coupled with consistent execution of the Cambiar investment discipline, can provide meaningful value for our clients going forward.

Below are the breakdowns of the new net expense ratios:

Institutional Share Class

Name Ticker New
Expense Ratio* (%)
Expense Ratio* (%)
Expense Ratio (%)
International Equity CAMYX 0.90 0.95 0.95
Small Cap
CAMFX 0.95 1.15 5.25
Opportunity CAMWX 0.65 0.80 0.71
SMID CAMUX 0.85 0.95 1.16
Small Cap CAMZX 0.90 1.05 0.99

*Adviser has contractually agreed to waive fees until March 1, 2020.

Investor Share Class

Name Ticker New
Expense Ratio (%)
Expense Ratio (%)
Expense Ratio (%)
International Equity CAMIX 1.03 1.08 1.08
Global Equity CAMGX 0.80 1.20 1.45
Global Ultra Focus CAMAX 0.98 1.12 1.10
Opportunity CAMOX 0.85 1.00 0.91
SMID CAMMX 0.85 0.95 1.16
Small Cap CAMSX 0.97 1.10 1.06

*Adviser has contractually agreed to waive fees until March 1, 2020.




Mutual fund investing involves risk including loss of principal. In addition to the normal risks associated with investing, investments in small companies typically exhibit higher volatility.

To determine if a Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the Funds’ full and summary prospectus, which may be obtained by calling 1-866-777-8227 or by clicking here. Please read the prospectus carefully before investing.

The Cambiar mutual funds are distributed by SEI Investments Distribution Co., 1 Freedom Valley Drive, Oaks, PA 19456, which is not affiliated with Cambiar Investors LLC or its affiliates.


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