Cambiar Opportunity Portfolio
CAMOX
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ROIC.AI
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- Cambiar Opportunity Fund (CAMOX) is an open-end mutual fund managed by Cambiar Investors LLC that seeks total return and capital preservation through a diversified portfolio of common stocks of large-cap U.S. companies with market capitalizations primarily exceeding $20 billion at the time of purchase. The fund typically holds 35-45 stocks, employing a fundamental relative value investment approach focused on quality companies exhibiting strong operating performance, low leverage (typically less than 3x for non-financials), persistent return on invested capital, and free cash flow generation; favorable valuations without sacrificing quality; and high-conviction positions balanced by prudent diversification across sectors and return drivers. Investor Class shares (CAMOX) feature a net expense ratio of 0.86% (with contractual waivers until March 1, 2026), while Institutional Class shares (CAMWX) are available; top holdings as of recent data include Uber Technologies Inc., Amazon.com Inc., Elevance Health Inc., JPMorgan Chase & Co., and Airbus SE, with sector allocations emphasizing financial services (17.33%), healthcare (17.04%), consumer defensive (11.27%), industrials (10.82%), and technology (10.82%). Launched on June 30, 1998, the fund is part of Cambiar Investors LLC's lineup of value-oriented strategies, headquartered in Denver, Colorado, and distributed by SEI Investments Distribution Co. to U.S. investors, with total net assets of approximately $318 million. In recent developments, Cambiar Investors has continued to grow its assets under management to over $3.3 billion as of March 31, 2025, bolstered by ongoing portfolio adjustments such as 2025 capital gains estimates and the launch of new ETF products expanding beyond traditional mutual funds; the firm acquired $66 million in assets from Great Lakes Advisors in 2022, enhancing its scale in separate accounts and investment advisory services. The fund maintains a Morningstar Bronze Medalist Rating based on its strong management team and sound process, with risk-adjusted returns placing it in the top tiers among large-value peers over multiple periods.