Cambiar SMID Investor (CAMMX) Research

The fund primarily dedicates a significant portion of its capital, specifically at least 80% of its net assets (including any borrowed funds used for investment), to purchasing common stocks issued by smaller and medium-sized companies. For classification purposes, the adviser considers a company to be small- or mid-sized if its market capitalization, at the moment of initial purchase, does not surpass the higher value between the largest company in the Russell 2500® Value Index and $12 billion.

Market snapshot

Symbol
CAMMX
Price
$19.33
Day change
+1.84%
Market cap
$42.8M
52-week range
16.73-23.06
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Water Island Diversified Event-Driven Fund Class R (AEDFX)
  • Hodges Small Intrinsic Value Fund Retail Cl (HDSVX)
  • Harbor Mid Cap Growth Fund Investor Class (HIMGX)
  • Dynamic International Opportunity Fund -Class I (ICCIX)
  • Bitwise Funds Trust (IMST)
  • Oberweis Global Opportunities Fund Investor Class (OBEGX)
  • Perritt Micro Cap Opportunities Fund. (PRCGX)
  • Templeton Institutional Fund International Equity Series Primary Shares (TFEQX)

Open Cambiar SMID Investor (CAMMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.