Cambiar International Equity Fund
CAMYX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1 Freedom Valley Drive Oaks PA United States of America 19087
- IPO Date
- Nov 30, 2012
- CIK
- 0000878719
- Website
- cambiar.com
- Similar Companies
- Business
- Cambiar International Equity Fund (CAMYX) is an open-end mutual fund managed by Cambiar Investors LLC that seeks total return and capital preservation through a diversified portfolio of primarily large-cap equity securities of foreign companies. The Fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in such equity securities, targeting companies with market capitalizations generally above $5 billion; it employs a Quality, Price, Discipline (QPD) investment approach emphasizing strong operating performance, low leverage (typically less than 3x for non-financials), attractive valuations without sacrificing quality, and high-conviction bottom-up stock selection. Portfolio construction guidelines include 40-50 stocks, a 25% country limit, and a 15% emerging markets limit, resulting in an overweight to developed markets (such as Eurozone at around 35%, Japan at 19%, and the United Kingdom at 14%) across sectors like financial services (22%), industrials (15%), and healthcare (12%); top holdings may include names like ING Groep NV, Grab Holdings Ltd, and UCB SA, with derivatives permitted to potentially magnify gains or losses. Cambiar Investors LLC, the Fund's adviser, was founded in 1973 and is headquartered at 200 Columbine Street, Suite 800, in Denver, Colorado; the firm is 100% employee-owned and specializes in relative value investing across domestic and international equity strategies, including mutual funds, separate accounts, and recently launched ETFs, with Cambiar Funds distributed by SEI Investments Distribution Co. The Fund offers institutional (CAMYX), investor (CAMIX), and other share classes, with CAMYX featuring a net expense ratio of 0.90% (contractually capped until March 1, 2026, absent which it would be 1.14%), a 2% redemption fee for shares held less than 90 days, a minimum initial investment of $500,000, daily pricing, and total net assets of approximately $133 million as of recent data. Recent developments include the addition of portfolio managers Masha Carey, Robert Steiner, and Daniel Windoff in April 2023 alongside long-tenured Brian Barish (since 2002), enhancing the management team for the Foreign Large Blend category strategy. Cambiar Investors launched new ETF products, such as the Cambiar Aggressive Value ETF (converted from a predecessor mutual fund in early 2023), expanding its offerings beyond traditional mutual funds like CAMYX; the firm also issued 2025 capital gains estimates for several funds (excluding CAMYX explicitly) and celebrated its 50th anniversary in 2023 while receiving recognitions like PSN Manager of the Decade for Large Cap Value in February 2025. The Fund maintains availability to U.S. investors only, with no reported acquisitions, funding rounds, or major reorganizations specific to CAMYX in the last 1-2 years, though Cambiar continues routine portfolio adjustments amid market volatility, including quarterly commentaries noting international equity declines in Q4 2024.