Address And Details
|PO Box 219009 , Kansas City, MO 64121|
|Fund Manager||Team Managed|
Strategy And Objective
The Cambiar Opportunity Fund (the Fund) seeks total return and capital preservation. The Fund invests primarily in a diversified portfolio of common stocks of companies with a market capitalization in excess of $10 billion at time of purchase.In selecting investments for the Fund, the Adviser uses a fundamental, relative value investment approach to build a diversified portfolio of companies that meet the following criteria: Quality The Adviser seeks to identify companies that possess strong competitive positions within their sector or industry, and offer a track record of innovation and product leadership as well as strong pricing and cost discipline. The Adviser prefers companies that possess strong financial characteristics such as low leverage and sufficient liquidity.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||147.48 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$500|
|Timeframe||Average Annual Current Performance Monthly As Of 11/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 11/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|MSI||MOTOROLA SOLUTIONS INC||3.50%|
|GOOGL||ALPHABET INC CLASS A||3.38%|
|LHX||L3HARRIS TECHNOLOGIES INC||3.29%|
|BMY||BRISTOL MYERS SQUIBB CO||3.22%|
|MRVL||MARVELL TECHNOLOGY INC||3.21%|
|AMAT||APPLIED MATERIALS INC||3.08%|
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