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Cambiar Opportunity Fund Class Investor (CAMOX)
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29,91
+0,08
+0,27%
- Classificação da Morningstar:
- Ativos Totais: 133M
Cambiar Opportunity Inv
29,91
+0,08
+0,27%
Cambiar Opportunity Fund Class Investor - Vista Geral
Nesta página encontrará um perfil aprofundado de Cambiar Opportunity Fund Class Investor. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de CAMOX, e mais.
Informações de Contacto
Endereço
200 Columbine Street, Suite 800
Denver,CO 80206
United States
Denver,CO 80206
United States
Telefone
1-866-777-8227
Web
www.cambiar.com
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Joseph S. Chin | Investment Principal | 2019 | Agora |
| Biografia | Joseph S. Chin, CFA, Investment Principal, joined Cambiar Investors, LLC in 2019. He serves on the investment team for the Cambiar Opportunity Fund, Cambiar SMID Fund, and Cambiar Small Cap Fund. Prior to that, Mr. Chin worked at Obermeyer Wood Investment Counsel, where he was a Portfolio Manager and Senior Analyst. Previously, Chin works at The Boston Company since July 2006. He also has been employed by Founders since January 2007. Chin was formerly a senior research analyst with both AIM Investments (from 2004 to 2006) and Marsico Capital Management (from 1998 to 2004). He began his investment career as a Senior Research Analyst at Marsico Capital. Mr. Chin received a BA in Economics from Wesleyan University and holds the Chartered Financial Analyst designation. | ||
| Colin M. Dunn | Investment Principal | 2011 | Agora |
| Biografia | Colin Dunn is an Investment Principal at Cambiar Investors. In addition to his research responsibilities, Colin also serves as co-Portfolio Manager of the Cambiar Small-Mid Value and the Cambiar Small Cap Value strategies. Prior to joining Cambiar in 2011, he worked at Keefe, Bruyette & Woods, Inc., in the Investment Banking and Equity Research Departments. Mr. Dunn began his career in 2000 as an Analyst in the Investment Banking Division at UBS. Mr. Dunn received a BS in Finance and International Business from Georgetown University and holds the Chartered Financial Analyst designation. | ||
| Anna (Ania) A. Aldrich | Investment Principal | 1999 | Agora |
| Biografia | Ania Aldrich is an Investment Principal at Cambiar Investors. In addition to her research responsibilities, Ania also serves as co-Portfolio Manager of the Cambiar Global Equity strategy. Prior to joining Cambiar in 1999, Ms. Aldrich was a global equity analyst at Bankers Trust, where she covered the financial services and transportation sectors. Ania began her investment career as a senior investor relations professional at BET PLC, a New York based communications firm. Ms. Aldrich received an MBA in Finance from Fordham University, a BA in Computer Science from Hunter College and holds the Chartered Financial Analyst designation. | ||
| Brian M. Barish | Chief Investment Officer | 1998 | Agora |
| Biografia | Brian Barish is the President and CIO at Cambiar Investors and is responsible for the oversight of all investment functions at the firm. Prior to joining Cambiar in 1997, Mr. Barish served as Director of Emerging Markets Research for Lazard Freres & Co., a New York-based investment bank. Mr. Barish also worked as a securities analyst with Bear, Stearns & Co. and Arnhold & S. Bleichroeder, a New York-based research firm. Mr. Barish received a BA in Economics and Philosophy from the University of California, Berkeley, and holds the Chartered Financial Analyst designation. | ||
| Andrew P. Baumbusch | Investment Principal | 2004 | 2024 |
| Biografia | Andy Baumbusch is an Investment Principal at Cambiar Investors. In addition to his research responsibilities, Mr. Baumbusch also serves as a portfolio Manager of the Cambiar Small Cap Value and Small-Mid Value strategies. Prior to joining Cambiar in 2004, Andy served in an investment analyst capacity at Franklin Templeton, Atrium Capital and Alex Brown & Sons. Mr. Baumbusch received an MBA from the Stanford Graduate School of Business and a BA in Economics from Princeton University. | ||
| Jeffrey H. Susman | Investment Principal | 2005 | 2018 |
| Biografia | Jeffrey H. Susman, Investment Principal, joined the Cambiar Investors LLC in 2005. Prior to joining the firm, he worked at UBS Investment Bank, where he was an associate analyst on the Global Communications Equipment Equity Research Team. Mr. Susman began his investment career as a Research Associate at Wellington Management. Mr. Susman received an MBA in Finance and Corporate Strategy from the University of Michigan and a BA in Economics and International Relations from Tufts University. | ||
| Timothy A. Beranek | Senior Investment Analyst | 1999 | 2018 |
| Biografia | Timothy A. Beranek, Investment Principal, joined the Cambiar Investors LLC in 1999. Prior to joining the firm, Mr. Beranek was with Resources Trust where he had responsibility for oversight of financial controls for the company's mutual fund trading relationships. He began his career with Merrill Lynch. Mr. Beranek holds a Masters in Finance from the University of Colorado and a BS in Economics from the University of South Dakota. | ||
| Maria L. Mendelsberg | Senior Investment Analyst | 1998 | 2016 |
| Biografia | Maria Mendelsberg, CFA, Portfolio Manager, has managed the Funds since 2018. In addition to the Funds, Ms. Mendelsberg manages the Great-West Profile Funds, Great-West Conservative Lifetime Funds, and Great-West SecureFoundation Funds. Ms. Mendelsberg was previously a Partner and Investment Principal/Equity Analyst at Cambiar Investors from 1997-2016. Ms. Mendelsberg received a B.A. in Economics and Classics from Brown University. | ||
| Michael J. Gardner | Analyst, equity research | 1998 | 2007 |
| Biografia | Gardner's primary analytical responsibilities are coverage of the energy, industrial and leisure sectors. Previously he was with Simmons & Company International, a Houston based investment bank serving the energy industry. At Simmons, he helped to establish their equity research group, was a merger valuation analyst; and as an investment analyst, covered oilfied service and equipment companies. | ||
| Edward W. O'Connor | Portfolio Manager | 1999 | 2002 |
| Biografia | Ted earned his undergraduate degree in Economics and Philosophy from Colgate University, graduating cum laude with honors. He served as a U.S. diplomat in Cuba and Guatemala prior to receiving his MBA from the University of Chicago in 1999. He then joined Cambiar Investors in Denver, Colorado where he worked for three years before joining Cooke & Bieler in 2002. | ||
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