DENVER--(BUSINESS WIRE)--Cambiar Investors, LLC celebrates its fortieth year of serving investors and financial advisors this week. Cambiar Investors incorporated in August, 1973 and shortly thereafter commenced management of its Large Cap Value portfolio. Today, Cambiar manages approximately $8 billion across seven distinct investment strategies.
“Ultimately, our goal as a firm is to provide our clients with superior, long-term performance and quality service, while remaining focused on managing a modest number of core equity strategies”
At the core of Cambiar’s success are a disciplined, relative value investment process, independent ownership, and the breadth of experience and collaboration from the tenured team of professionals. “Longevity is difficult to achieve in the asset management business. It necessitates a strong organizational structure, a stable and cohesive team of investment professionals and a degree of faith and commitment to the overall philosophy of investing and portfolio management,” said Brian Barish, President and Chief Investment Officer. “For decades, we have managed to achieve this – commercial success and strong investment results have followed.”
Cambiar’s time-tested relative value philosophy seeks to identify stocks that are attractively priced and demonstrate positive developments not yet recognized by the market. The results are focused, benchmark agnostic portfolios designed to outperform comparable indexes over time. “We believe that one must look different than the index in order to outperform,” said Brian Barish. “A $10,000 investment in our large cap portfolio on January 1, 1975 would be valued at almost $2.5 million gross of fees ($2.2 million net of fees) on July 31, 2013, compared to the same investment in the S&P 500 Index which would be worth $792,000, over the same time frame. Understandably, we are extremely proud of these results.” Cambiar’s Small Cap and International equity portfolios, while younger than the Large Cap strategy, have also out performed relevant benchmarks since inception and with each over $1 billion in assets have become significant contributors to the ongoing growth and success of the firm.
Today Cambiar is recognized as a premier global asset management firm (named 2012 International Manager of the Year by Investment Advisor) with a stable of seven investment strategies across multiple asset classes. “Ultimately, our goal as a firm is to provide our clients with superior, long-term performance and quality service, while remaining focused on managing a modest number of core equity strategies” concluded Brian Barish.
Cambiar Investors is a Denver-based, investment management firm. The company utilizes a ‘relative value’ investment philosophy across a wide range of strategies including Large Cap Value, Small Cap Value, SMID, International and Global, (available as separate accounts or mutual funds). The firm’s 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 their clients.
The performance information depicted above represents the Cambiar Large Cap Value Composite (Institutional). Returns are net of management fees and transaction costs and include the reinvestment of all income. Gross returns do not reflect the deduction of management fees. Certain clients may receive differing net performance numbers based on their respective platforms and fee structures. The S&P 500 Index is shown to reflect general market conditions. The S&P 500 is a market capitalization-weighted index of 500 publicly traded stocks. The S&P Index is a broadly based index which reflects the overall market performance and comparisons may not reflect Cambiar’s performance as compared to the performance of other investment advisors. The index assumes reinvestment of dividends and capital gains, and assumes no management, custody, transaction or other expenses. Cambiar’s past results do not necessarily indicate Cambiar’s future performance and, as is the case with all investment advisors who concentrate on equity investments, Cambiar’s future performance may result in a loss.
In order to be eligible for “Manager of the Year,” the products must report to the PrimaGuide research application, have at least $200 million in assets and have tenured management of at least three years. Products and managers must rate highly according to Prima’s due diligence process, which uses a proprietary, systematic, multifactor manager evaluation methodology that combines both quantitative and qualitative criteria. There are 13 factors that the Prima analysts consider before recommending the finalists for SMA Managers of the Year, including performance, firm, people, process, style, customer service, tax efficiency and composite.