Cambiar Small Cap Fund Investor CL — Cambiar Investors — Fact Sheet (July 2020)

2 slides from Cambiar Small Cap Fund Investor CL's fact sheet, July 2020

Slide 1: Cambiar SMID Value
WV CAMBIAR SMID VALUE Portfolio Attributes 2Q 2020 » 35-45 stock portfolio in a volatile asset class » Diversification across multiple sectors and industries » Invests in small and mid-sized companies with market capitalization range primarily between $2-$12 billion » Equal-weighted approach forces
Slide 2: Top Ten Holdings
Top Ten Holdings On Semiconductor 3.1% Information Technology NVR 2.8% Consumer Discretionary Firm Overview Invitation Homes 2.7% Real Estate 100% employee owned Atmos Energy 2.7% Utilities Based in Denver, Colorado Principals have average tenure of 21+ years Robert Half Int'l 2.7% Incustrials Focus