Cambiar Global Ultra Focus Fund Investor Class

 (MUTF:CAMAX)   Watch this mutual fund  
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Trailing returns

1 day
1 week   +0.20%
4 week
3 month   +2.37%
1 year   +2.80%
3 years*   +2.33%
5 years*   +11.58%
Best 3 month return+44.64%  
Worst 3 month return-41.31%  

Morningstar statistics

Morningstar category: World Large Stock
  Return Risk Rating
3 years Low High
5 years Above Average High
10 years High High
Overall Above Average High
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets112.64M 
Front load-  
Deferred load-  
Expense ratio1.35%  
Management fee-  
Fund familyCambiar Funds 

Asset allocation


Purchase information

IRA Initial$500  
AIP Initial$2,500  
Feb 21, 7:00PM EST Overall Morningstar RatingTM


The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies located throughout the world. For purposes of this policy, equity securities include common stocks and derivative instruments with economic characteristics similar to equity securities. The equity securities in which the fund invests are primarily common stocks and the fund is generally unconstrained by any particular sector or market capitalization. The fund is non-diversified.
Fund filings (PDF) »
Asset manager:
Brian Barish (Started: Aug 31, 2007)
Advisor Company:
Cambiar Investors LLC
Fund family reports on Morningstar »
Cambiar Funds, 2401 E. Second Avenue, Suite 400, Denver CO 80206, USA


  1 year 3 years 5 years 10 years  
Alpha* -15.51 -0.92 5.40 6.14
Beta* 0.98 0.94 0.99 1.19
Mean annual return 0.87 0.73 1.07 1.02
R-squared* 38.03 47.15 51.38 74.81
Standard deviation 8.09 16.93 16.02 25.71
Sharpe ratio 1.17 0.49 0.78 0.46
* Against standard index

Top 10 holdings

Security Net Assets  
AerCap Holdings NV (AER) 9.42%  
ACS Actividades de Construccion y Servicios SA (ACS) 7.46%  
British American Tobacco PLC ADR (BTI) 5.40%  
Baidu Inc ADR (BIDU) 5.24%  
eBay Inc (EBAY) 5.07%  
Occidental Petroleum Corp (OXY) 4.95%  
Deutsche Telekom AG (DTE) 4.77%  
Schlumberger Ltd (SLB) 4.52%  
Orange SA ADR (ORAN) 4.28%  
Symantec Corp (SYMC) 4.02%