Cambiar Aggressive Value Investor
Cambiar Funds P. O. Box 219009
Map
Phone: 866-777-8227
| Category: | Large Value | | Fund Family: | Acadian Funds | | Net Assets: | 21.79M | | Year-to-Date Return: | 55.40% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Aug-07 |
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Brian M. Barish
Lead Manager since
31-Aug-07 | | | Barish is president and director of research of Cambiar Investors LLC. Before joining Cambiar in 1997, he was director of emerging markets research for Lazard Freres & Co., where he followed several industries globally. Previously, he was a securities analyst with Bear, Stearns & Co. Barish began his career at Arnhold & S. Bleichroeder. Barish holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $25,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets in equity securities of U.S. and non-U.S. companies within any market capitalization range. It may invest in convertible securities. The fund invests in derivatives, including options on securities, and sell securities short as part of its investment strategy. The fund is nondiversified. |
| Last Dividend
(28-Dec-07):
| 0.01 | | Last Cap Gain
(18-Dec-08):
| 0.14 | | Annual Holdings Turnover
| 296.00% | | Average for Category:
| 75.44% |
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| Expense | CAMAX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 536 | $638 | | 5 Yr Expense Projection*: |
$ 923 | $966 | | 10 Yr Expense Projection*: |
$ 2,009 | $1,855 |
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0.16% Nasdaq 0.00%
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