Cambiar International Equity Fund Investor Class

Cambiar International Equity Fund Investor Class

CAMIX
Cambiar International Equity Fund Investor ClassUS flagNASDAQ
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USD
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Capital Structure

FRC

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Working Capital

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Growth Rates

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Quarterly Revenue

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Quarterly Earnings Per Share

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Quarterly Dividends Per Share

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Company Description

APIChatGPT
Sector
Financial Services
Industry
Asset Management
Address
1 Freedom Valley Drive Oaks PA United States of America 19087
IPO Date
Sep 9, 2002
Business
Cambiar International Equity Fund Investor Class (CAMIX) is an open-end mutual fund that seeks total return and capital preservation through a diversified portfolio of primarily large-cap equity securities of non-U.S. companies. The fund, managed by Cambiar Investors LLC, invests at least 80% of its net assets in foreign equities, focusing on companies with market capitalizations generally above $5 billion; it employs a quality, value, and discipline (QPD) investment approach that emphasizes strong operating performance, attractive valuations, low leverage, and prudent diversification across 40-50 holdings, with country exposure limited to 25% and emerging markets to 15%. Investor Class shares feature a net expense ratio of 1.00% (contractually capped until March 1, 2026), a 2.00% redemption fee for shares held less than 90 days, and a minimum initial investment of $2,500. Cambiar Investors LLC, the fund's investment adviser, offers the CAMIX alongside related share classes such as Institutional (CAMYX); the firm also provides complementary strategies including domestic large-cap value, small-mid cap value, small cap value, global equity, and recently launched ETFs like the Cambiar Aggressive Value ETF (CAMX) in 2023. The fund's top holdings typically include financial services names like ING Groep NV, DBS Group Holdings Ltd, and Bank of Ireland Group PLC; healthcare firms such as AstraZeneca PLC; and technology or consumer names like Grab Holdings Ltd and Nintendo Co Ltd, with approximately 95% allocated to non-U.S. stocks, primarily in developed markets. Founded in 1973 and headquartered in Denver, Colorado, Cambiar Investors manages approximately $3.3 billion in assets across mutual funds, separate accounts, and institutional portfolios, serving individual investors, high-net-worth clients, investment companies, pension plans, and other U.S.-based entities. The firm is 100% employee-owned and operates globally with a focus on relative value investing, maintaining total assets under supervision of around $8.1 billion as of recent reports. Recent developments for the Cambiar International Equity Fund include the appointment of Brian Barish as sole Lead Portfolio Manager effective April 18, 2025, transitioning from his prior role as Co-Lead Manager alongside Masha Carey, Robert Steiner, and Daniel Windoff. Cambiar Investors continues to emphasize its QPD process amid market shifts toward value investing, with ongoing portfolio adjustments reflected in 2025 capital gains estimates and sustained fee waivers through March 2026; no major acquisitions, partnerships, or structural changes specific to CAMIX were reported in the last 1-2 years.