Cambiar SMID Investor
CAMMX
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
- Kansas City, MO 64121-9009 Kansas City MO United States of America 64121-9009
- IPO Date
- Jun 1, 2011
- CIK
- 0000878719
- Website
- cambiar.com
- Similar Companies
- Business
- Cambiar SMID Investor (CAMMX) is a mutual fund managed by Cambiar Investors LLC that seeks long-term capital appreciation by investing primarily in common stocks of small- to mid-sized U.S. companies with market capitalizations primarily between $2 billion and $12 billion. The fund maintains a diversified, equal-weight portfolio typically comprising 35 to 45 stocks, focusing on companies exhibiting strong operating performance, low leverage, attractive valuations, and high-conviction opportunities across sectors such as financial services, technology, industrials, healthcare, and consumer cyclical; it employs a bottom-up, relative value investment discipline emphasizing quality, price sensitivity, and prudent diversification without sacrificing quality for low statutory metrics. Investor class shares carry a net expense ratio of 0.96% (contractually capped at 0.85% until March 1, 2026), a 2.00% redemption fee for shares held less than 90 days, and minimum initial investments of $2,500. Cambiar Investors LLC, the fund's adviser, was founded in 1973 and is headquartered at 200 Columbine Street, Suite 800, Denver, Colorado; the firm is employee-owned and manages approximately $59 million in total net assets for CAMMX across share classes, with the fund domiciled in the United States and available primarily to U.S. investors. The fund targets mid-cap blend strategies, benchmarking against the Russell 2500 Value Index, and features portfolio managers including Brian Barish (since inception), Anna Aldrich, Colin Dunn, and Joseph Chin. Geographic operations center on U.S.-domiciled equities, with minor non-U.S. stock exposure (around 2.5%). Recent developments include ongoing contractual fee waivers through March 1, 2026, to limit net operating expenses, as well as first-quarter 2025 portfolio adjustments reflected in commentary on holdings like Innovative Industrial Properties, Lamb Weston, Molina Healthcare, and others; the fund maintains a Morningstar rating based on risk-adjusted returns among 373 mid-cap blend peers as of September 30, 2025. Cambiar Investors launched an Aggressive Value ETF in February 2023, expanding its product suite beyond mutual funds like the Cambiar SMID, Small Cap, and International Equity Funds, which it advises as part of The Advisors' Inner Circle Fund series. No major acquisitions, funding rounds, or name changes for CAMMX have been reported in the last 1-2 years, with the fund sustaining its core SMID strategy amid market volatility.