Cambiar Opportunity Fund Manager Performance Evaluation
| CAMOX Fund | USD 27.42 0.12 0.44% |
The fund shows a Beta (market volatility) of 0.84, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Cambiar Opportunity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cambiar Opportunity is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Cambiar Opportunity Fund are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Cambiar Opportunity showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.8600 |
Cambiar |
Cambiar Opportunity Relative Risk vs. Return Landscape
If you would invest 1,896 in Cambiar Opportunity Fund on November 18, 2025 and sell it today you would earn a total of 846.00 from holding Cambiar Opportunity Fund or generate 44.62% return on investment over 90 days. Cambiar Opportunity Fund is currently producing 0.6574% returns and takes up 3.4666% volatility of returns over 90 trading days. Put another way, 31% of traded mutual funds are less volatile than Cambiar, and 87% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Cambiar Opportunity Current Valuation
Undervalued
Today
Please note that Cambiar Opportunity's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Cambiar Opportunity shows a prevailing Real Value of $28.62 per share. The current price of the fund is $27.42. We determine the value of Cambiar Opportunity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Cambiar Opportunity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cambiar Mutual Fund. However, Cambiar Opportunity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 27.42 | Real 28.62 | Hype 27.42 |
The intrinsic value of Cambiar Opportunity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Cambiar Opportunity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Cambiar Opportunity Fund helps investors to forecast how Cambiar mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Cambiar Opportunity more accurately as focusing exclusively on Cambiar Opportunity's fundamentals will not take into account other important factors: Cambiar Opportunity Target Price Odds to finish over Current Price
The tendency of Cambiar Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 27.42 | 90 days | 27.42 | about 13.87 |
Based on a normal probability distribution, the odds of Cambiar Opportunity to move above the current price in 90 days from now is about 13.87 (This Cambiar Opportunity Fund probability density function shows the probability of Cambiar Mutual Fund to fall within a particular range of prices over 90 days) .
Cambiar Opportunity Price Density |
| Price |
Predictive Modules for Cambiar Opportunity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Cambiar Opportunity. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Cambiar Opportunity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Cambiar Opportunity is not an exception. The market had few large corrections towards the Cambiar Opportunity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Cambiar Opportunity Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Cambiar Opportunity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.53 | |
β | Beta against Dow Jones | 0.84 | |
σ | Overall volatility | 3.48 | |
Ir | Information ratio | 0.16 |
Cambiar Opportunity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Cambiar Opportunity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Cambiar Opportunity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Cambiar Opportunity appears to be risky and price may revert if volatility continues | |
| The fund holds about 6.39% of its assets under management (AUM) in cash |
Cambiar Opportunity Fundamentals Growth
Cambiar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cambiar Opportunity, and Cambiar Opportunity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Cambiar Mutual Fund performance.
| Price To Earning | 16.41 X | ||||
| Price To Book | 2.08 X | ||||
| Price To Sales | 1.09 X | ||||
| Total Asset | 126.12 M | ||||
About Cambiar Opportunity Performance
Evaluating Cambiar Opportunity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cambiar Opportunity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Cambiar Opportunity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of common stocks of companies with a market capitalization in excess of 20 billion at time of purchase. The Adviser constructs the funds portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Advisers conviction in an investment and portfolio diversification.Things to note about Cambiar Opportunity performance evaluation
Checking the ongoing alerts about Cambiar Opportunity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cambiar Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Cambiar Opportunity appears to be risky and price may revert if volatility continues | |
| The fund holds about 6.39% of its assets under management (AUM) in cash |
- Analyzing Cambiar Opportunity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Cambiar Opportunity's stock is overvalued or undervalued compared to its peers.
- Examining Cambiar Opportunity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Cambiar Opportunity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cambiar Opportunity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cambiar Opportunity's mutual fund. These opinions can provide insight into Cambiar Opportunity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cambiar Mutual Fund
Cambiar Opportunity financial ratios help investors to determine whether Cambiar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cambiar with respect to the benefits of owning Cambiar Opportunity security.
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