Cambiar is an industry-standard asset manager, leading to an Average Parent Pillar rating. Cambiar's longest-tenured portfolio management is worth mentioning, which boasts 17 years of average tenure. In general, seasoned teams tend to have more experience in both up and down markets. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. Despite other redeeming qualities as a firm, Cambiar has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.
Cambiar
Cambiar Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
896.97 MilInvestment Flows (TTM)
−458.81 MilAsset Growth Rate (TTM)
−32.88%# of Share Classes
9
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 2 | |
| 2 | |
| 1 | |
| 1 | |
| 3 | |
| Not Rated | 0 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Cambiar SMID Institutional | 2 | |
| Cambiar SMID Investor | 3 | |
| Cambiar Opportunity Inst | 16 | |
| Cambiar Opportunity Inv | 20 | |
| Cambiar Small Cap Instl | 16 |
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