Cambiar Small Cap Fund Investor Class (CAMSX)

Overview

This fund primarily focuses on investing in common stocks of small-cap companies, directing at least 80% of its net assets towards these investments, including any funds borrowed for investment purposes. The core investment strategy is crafted on a case-by-case basis by the Adviser, who endeavors to build a well-diversified portfolio. This approach balances the Adviser's conviction in each investment against the need for a diversified investment mix, aiming to mitigate risk while seeking growth opportunities within the small-cap sector.

Products and Services

• Small-Cap Common Stocks Investment

  The fund specializes in investing a minimum of 80% of its assets into the common stocks of small-cap companies. This focus targets companies that the Adviser believes have substantial growth potential, allowing investors to take part in these potentially high-reward opportunities. The inclusion of borrowings for investment purposes signifies the fund's proactive approach to leveraging available capital to maximize investment outcomes.

• Adviser-Driven Portfolio Construction

  The portfolio is crafted on a security-by-security basis, reflecting a strategic approach to investing. The Adviser's goal is to create a portfolio that balances high conviction investments with the necessity for diversification. This meticulous construction method aims to optimize returns while managing the inherent risks of small-cap investments, catering to investors who seek a thoughtful and strategic engagement in the small-cap market.