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CAMBIAR INVESTORS LLC

13F
CAMBIAR INVESTORS LLC
Last update 2024-10-28 147 Stocks (3 new)
Value $2.60 Bil Turnover 5 %
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CAMBIAR INVESTORS LLC Profile

Cambiar Investors is an investment management company based out of Denver, Colorado. The company was founded in 1973 and is currently headed by Brian M. Barish, who holds a variety of roles including being the President, Chief Investment Officer, and Director of Research in the company. The company currently has 45 employees with 11 of them being investment professionals. Cambiar Investors conducts its research in house and focuses on attention on individual companies rather than industries, utilizing a fundamental analysis and a bottom up investment approach. The company conducts business through active management, focusing on understanding where “value is eroding and accumulating within their assigned sectors” in order to be able to capitalize on the short sighted short-term market with its long term approach. Cambiar Investors invests most heavily in the finance sector, which alone makes up approximately a quarter of its total asset allocations, and the firm also invests in the consumer discretionary, information technology, health care, industrials, and utilities and telecommunications sectors, among others to a lesser degree in order of decreasing allocation. Cambiar Investors currently has over $9.2 billion in total assets under management spread across over 12,700 accounts, of which over 8,100 are discretionary accounts, making up the bulk $8.3 billion of its held assets, and 4,600 are non-discretionary accounts, making up the remaining $800 million of its assets. Although its total number of held accounts has been volatile in recent years, its total assets under management has been steadily increasing, growing from $4 billion in 2010 to well over twice that amount today. Cambiar Investors mainly caters to individuals, which alone makes up almost three quarters of its entire client base, and the firm also caters to a variety of other clientele. The company current offers a variety of mutual funds including its Global Select, Large Cap Value, SMID Value, International Equity, and Aggressive Value strategies.
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