Cambiar Opportunity Portfolio (CAMOX) Research

The fund primarily allocates its assets to a diverse collection of equity shares from companies boasting a market capitalization exceeding $10 billion at the point of acquisition. The investment adviser meticulously constructs this portfolio by selecting individual securities, striving to achieve an optimal balance between high conviction in specific investments and broad portfolio diversification.

Market snapshot

Symbol
CAMOX
Price
$28.48
Day change
+0.60%
Market cap
$332.1M
52-week range
24.93-31.38
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AB Select US Equity Portfolio (AUUCX)
  • DFA - International Small Cap Growth Portfolio (DISMX)
  • Manning & Napier Fd, Inc. Pro-Blend Moderate Term Srs Cl S (EXBAX)
  • Fidelity Select Wireless (FWRLX)
  • Hennessy Cornerstone Value Fd Inv Cl (HFCVX)
  • Homestead Stock Index Fd (HSTIX)
  • Matthews Asia Innovators Institutional (MITEX)
  • MSIF Inception Portfolio Class I (MSSGX)

Open Cambiar Opportunity Portfolio (CAMOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.