Mutual Funds - Profile

Cambiar International Equity Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks total return and capital preservation by investing in mid-and large-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on factors such as quality, valuation, catalyst, and hurdle rate.

The team favors companies that have superior competitive positions within their sector or industry, and offer a track record of innovation and product leadership as well as good pricing and cost discipline.

Also, the More

Price

  • Last Close
  • $27.75
    +0.11
  • 52 Week HL
  • $29.8 - $26.14
  • Net Assets
  • $956 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Entain 3.6
Sands China 3.4
Siemens 3.1
Deutsche Post 3.1
Anglo American 3.0
Company Holding
Alibaba Group 2.9
Prosus 2.9
Pernod Ricard 2.9
SAP 2.4
Nordea Bank 2.4
Total 29.7%

Manager

  • Name
  • Brian M. Barish
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
0.2 % YTD

  • 3 Year
  • 1.98%
  • 5 Year
  • 16.1%
  • Best
  • 26.15%
    2013
  • Worst
  • -18.06%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
CAMYX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -4%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 0.2% 4.4% -27% 9.1% -0.9% 3.7% -2.5% 7.1% -2.8% 3.2% -
Q2 - 5.1% 16.3% 1.4% -1% 5.2% -2.9% 3.5% 3.3% 3.7% -
Q3 - 1.1% 4% -1.2% 0.7% 7.3% 4.8% -6.7% -5% 12.4% -
Q4 - - 11.8% 4.1% -14.7% 3.9% - 4.1% -3.6% 4.6% -

Returns +
M

J F M A M J J A S O N D
2022 -1.9% - - - - - - - - - - -
2021 -0.8% 2.9% 2.3% 4.2% 2.8% -1.8% -1.1% 0.7% 1.5% -3.3% -5.4% 3.9%

Annual
Return

Index Comparison

Alpha

NAV