Cambiar Small Cap Fund Investor Class

Cambiar Small Cap Fund Investor Class is a mutual fund focused on achieving long-term capital appreciation by investing primarily in small-cap companies based in the United States. The fund maintains a diversified and equal-weighted portfolio, typically holding between 45 and 55 stocks with market capitalizations ranging from $500 million to $5 billion. Its investment approach emphasizes a balanced blend of growth and value characteristics, rather than favoring one style over the other. The fund is managed with a strategy that requires at least 80% of net assets to be allocated to common stocks of small-cap firms. By targeting this segment of the market, the fund seeks to capture growth potential from emerging businesses while diversifying risk across multiple sectors and industries. Established in 2004, Cambiar Small Cap Fund Investor Class plays a significant role for investors seeking exposure to the dynamic U.S. small-cap equity market through an actively managed vehicle focused on quality and valuation criteria.