Cambiar Aggressive Value Fund Investor Class
CAMAX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1 Freedom Valley Drive Oaks PA United States of America 19087
- IPO Date
- Jan 2, 2019
- CIK
- 0000878719
- Website
- cambiar.com
- Similar Companies
- Business
- Cambiar Aggressive Value Fund Investor Class (CAMAX) is an open-end mutual fund managed by Cambiar Investors LLC that seeks long-term capital appreciation through a concentrated, opportunistic value investing strategy employing a Quality, Price, Discipline (QPD) approach. The fund primarily invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies across all market capitalizations, focusing on 20-30 high-conviction "best ideas" positions in undervalued stocks with strong profitability, financial strength, and recovery or expansion potential, often from cyclical industries; it may also utilize derivatives, short sales, and maintain flexibility regardless of asset class or region. Cambiar Investors LLC, founded in 1973 and headquartered at 200 Columbine Street in Denver, Colorado, operates as a 100% employee-owned investment management firm offering equity mutual funds and exchange-traded funds to institutional and retail investors primarily in the United States. In a significant strategic shift, the fund served as the predecessor to the Cambiar Aggressive Value ETF (CAMX), which launched on February 13, 2023, via a tax-free reorganization on February 10, 2023, whereby CAMX acquired the fund's assets, liabilities, and historical performance while adopting identical investment objectives and similar policies with enhanced tax efficiency and lower expenses. This conversion reflects Cambiar's expansion into actively managed ETFs amid a resurgence in value investing, driven by higher costs of capital and challenges for growth stocks, positioning the strategy as a higher-risk satellite allocation complementing growth-oriented portfolios. No additional major acquisitions, funding rounds, partnerships, or product launches have been reported for CAMAX in the last 1-2 years beyond this reorganization.