Cambiar Small Financials
| CAMSX Fund | USD 15.10 0.07 0.47% |
Cambiar |
Please note that past performance is not an indicator of the future performance of Cambiar Small, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Cambiar Small Fund Summary
Cambiar Small competes with Cambiar International, Cambiar Opportunity, Cambiar Smid, Cambiar Opportunity, and Cambiar Smid. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks of small-cap companies. The Adviser constructs the funds portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Advisers conviction in an investment and portfolio diversification.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0075W08170 |
| Business Address | Advisors Inner Circle |
| Mutual Fund Family | Cambiar Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | NYSE Composite |
| Phone | 866 777 8227 |
| Currency | USD - US Dollar |
You should never invest in Cambiar Small Cap without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Cambiar Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Cambiar Small's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Cambiar Small Key Financial Ratios
Generally speaking, Cambiar Small's financial ratios allow both analysts and investors to convert raw data from Cambiar Small's financial statements into concise, actionable information that can be used to evaluate the performance of Cambiar Small over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Cambiar Small Cap reports annually and quarterly.Cambiar Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cambiar Small's current stock value. Our valuation model uses many indicators to compare Cambiar Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cambiar Small competition to find correlations between indicators driving Cambiar Small's intrinsic value. More Info.Cambiar Small Cap is fifth largest fund in price to earning among similar funds. It is fifth largest fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Cambiar Small Cap is roughly 9.98 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Cambiar Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Cambiar Small's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Cambiar Small's earnings, one of the primary drivers of an investment's value.Cambiar Small Cap Systematic Risk
Cambiar Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Cambiar Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Cambiar Small Cap correlated with the market. If Beta is less than 0 Cambiar Small generally moves in the opposite direction as compared to the market. If Cambiar Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Cambiar Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Cambiar Small is generally in the same direction as the market. If Beta > 1 Cambiar Small moves generally in the same direction as, but more than the movement of the benchmark.
Cambiar Small April 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Cambiar Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Cambiar Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Cambiar Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Cambiar Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Cambiar Small's daily price indicators and compare them against related drivers.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 5.0 | |||
| Value At Risk | (1.56) | |||
| Potential Upside | 1.43 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Cambiar Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.