REDEFINING VALUE INVESTING SINCE 1973®
Cambiar Investors is a Denver-based investment management firm, specializing in a disciplined, research-driven approach rooted in Relative Value investing. At the core of our philosophy is Quality | Price | Discipline (QPD) — a time-tested framework designed to identify attractive investment opportunities with a focus on risk management and long-term value creation.
In focus
Brian Barish provides his 2024-25 market review and outlook. He reflects on the uneven performance of 2024, propelled by the momentum in AI-driven innovation. Looking ahead, he details potential risks and where Cambiar is seeing opportunities.
Featured Insights
Strategies
Cambiar offers a variety of diverse investment strategies with varying regional and market capitalization focus.
Product Name | Ticker | Geography | Holdings Range | Avg. Security Weighting | Market Cap Range | Learn More Link |
---|---|---|---|---|---|---|
Large Cap Value
Large Cap Value
|
|
Domestic
Domestic
|
35-45
35-45
|
2.5%
2.5%
|
>$10B
>$10B
|
|
Small–Mid Cap Value
Small–Mid Cap Value
|
|
Domestic
Domestic
|
35-45
35-45
|
2.5%
2.5%
|
$2-$12B
$2-$12B
|
|
Small Cap Value
Small Cap Value
|
|
Domestic
Domestic
|
45-55
45-55
|
2.0%
2.0%
|
$500MM-$5B
$500MM-$5B
|
|
International Equity
International Equity
|
|
International
International
|
40-50
40-50
|
2.25%
2.25%
|
>$5B
>$5B
|
CAMBIAR ETFS
Discover our recently launched ETF products.
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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.
RISK DISCLOSURE
Mutual fund investing involves risk, including the possible loss of principal. The Funds pursue a “value style” of investing. If the Adviser’s assessment of market conditions, or a company’s value or prospects for meeting or exceeding earnings expectations is inaccurate, the Funds could suffer losses or produce poor performance relative to other funds or market benchmarks. In addition, “value stocks” can continue to be undervalued by the market for long periods of time, and may never achieve the Adviser’s expected valuation. In addition to the normal risks associated with equity investing, international investing may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. The International Equity Fund may invest in Emerging markets, which involve heightened risks related to the same factors as well as increased volatility and lower trading volumes. All Funds except the Opportunity Fund may invest in smaller companies, which typically exhibit higher volatility. There can be no assurances that the Funds will achieve their stated objectives.
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 | Holdings Range | Avg. Security Weighting | Market Cap Range | Learn More Link |
---|---|---|---|---|---|
Large Cap Value
|
Domestic
|
35-45
|
2.5%
|
>$10B
|
|
Small–Mid Cap Value
|
Domestic
|
35-45
|
2.5%
|
$2-$12B
|
|
Small Cap Value
|
Domestic
|
45-55
|
2.0%
|
$500MM-$5B
|
|
International Equity
|
International
|
40-50
|
2.25%
|
>$5B
|
|
International Equity
|
International
|
40-50
|
2.25%
|
>$5B
|
|
International Equity
|
Europe
|
35-45
|
2.5%
|
>$5B
|
|
Global Equity
|
Global
|
45-55
|
2.0%
|
>$5B
|
CAMBIAR ETFS
Discover our recently launched ETF products.
Explore Today
Holdings, average security weightings, and market cap range are guidelines only and may be subject to change.