DENVER–(BUSINESS WIRE)–Cambiar Investors, a leading independent global relative value manager, announced that the Cambiar Opportunity Fund – Institutional Class (CAMWX) has received a 2021 Refinitiv Lipper Fund Award. The Fund was named Best Fund Over 3-Years in the Multi-Cap Value Funds category. According to Refinitiv Lipper, winning funds excelled in providing consistently strong, risk-adjusted performance relative to peers based entirely on objective, quantitative criteria.
“We are extremely proud of this recognition for delivering strong returns to our investors,” said Cambiar President and CIO Brian Barish, who manages the Opportunity Fund. “While we offer a number of domestic, international and global investment products this award is especially gratifying since the Opportunity Fund is an extension of our Large Cap Value strategy managed by Cambiar since the firm’s founding in the early ‘70s.”
The Cambiar Opportunity Fund —which invests in 35-45 stocks, primarily large-cap companies domiciled in the U.S.—is also accessible to most individual investors via the Cambiar Opportunity Fund (CAMOX).
About the Refinitiv Lipper Fund Awards
The 2021 Lipper Fund Awards are based on data as of Nov. 30, 2020. For more than 30 years and in over 17 countries worldwide, the highly respected Refinitiv Lipper Fund Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focus the investment world on top funds. The merit of the winners is based on entirely objective, quantitative criteria. This coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the award has lasting value.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 3, 5, and 10 years. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.
For more information on the methodology, please click here. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
The awards listed are for the indicated share classes only. Other share classes of the funds may have different results. Past performance is no guarantee of future results.
Refinitiv Lipper Fund Awards, ©2021 Refinitiv. All rights reserved. Used under license.
About Cambiar Investors
Cambiar Investors is a Denver-based, investment management firm founded in 1973. Cambiar utilizes a ‘Relative Value’ investment philosophy across a wide range of strategies. Our disciplined, research-driven investment approach, coupled with being a 100% employee-owned organization, creates a corporate culture that shares a common pursuit of excellence with our clients.
Mutual fund investing involves risk, including the possible loss of principal. The Cambiar Opportunity Funds may invest in derivatives, which are often more volatile than other investments and may magnify the Fund’s gains or losses. There can be no assurance that the Fund will achieve its stated objectives. Diversification does not protect against market loss. A company may reduce or eliminate its dividend, causing loses to the fund.
To determine if a Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s summary or statutory prospectus which can be obtained by clicking here or calling 1-866-777-8227. Please read it carefully before investing. There is no guarantee that the Funds will meet their stated objectives.
Cambiar Funds are distributed by SEI Investments Distribution Co., 1 Freedom Valley Dr. Oaks, PA 19456, which is not affiliated with the Advisor or Refinitiv Lipper.
John Le, Director of Marketing and Analytics