Cambiar Small Cap Fund Institutional Shares (CAMZX)

Overview

This fund is positioned as a global investment platform, focusing primarily on equity securities such as common stocks and American Depositary Receipts (ADRs). With a strategic allocation of at least 80% of its net assets, supplemented by borrowings for investment purposes, the fund aims to tap into the growth potential of companies across various geographical locations. It has a preference for investing in entities with a market capitalization of $3 billion or more, demonstrating a commitment to engaging with established markets. Furthermore, the fund maintains a diversified investment portfolio by ensuring its exposure to a minimum of three different countries. It also pledges to allocate at least 40% of its assets to foreign companies under normal market conditions, showcasing its global investment outlook. However, in less favorable conditions, it reserves the flexibility to reduce this minimum investment threshold to 30%, thereby balancing risk and opportunity in international markets.

Products and Services

• Equity Securities Investment

  The primary offering of the fund revolves around investing in equity securities worldwide. These include common stocks, which represent shares of ownership in public companies, and American Depositary Receipts (ADRs), a convenient way to hold shares in non-U.S. companies. The strategy focuses on entities with substantial market capitalizations, ensuring that the fund's investments are directed towards stable and potentially growing enterprises.

• Global Market Diversification

  Understanding the importance of geographical diversification, the fund commits to a broad investment approach. It seeks opportunities in at least three different countries, thereby spreading its risk and harnessing the potential in various international markets. This global strategy not only diversifies the fund's portfolio but also positions it to benefit from global economic trends and sectoral growth across borders.

• Flexible Foreign Investment Allocation

  In alignment with its global approach, the fund aims to invest a significant portion of its assets in foreign companies. While the target is to allocate at least 40% of its assets internationally, it adapts to market conditions by allowing for a reduced investment threshold of 30% in less favorable environments. This flexibility is crucial in managing risks associated with international investing, ensuring that the fund can navigate through various market cycles while maintaining its commitment to global diversification.