Cambiar Investors
Cambiar Smal Cap Fund
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Cambiar Investors for every strategy.
Its investment theses
- ACV AuctionsSep 2025ACV Auctions is a dealer-to-dealer car sales platform with recession-proof growth, strong margins, and potential for volume recovery and multiple expansion.
- AlignSep 2025Align is the leading clear aligner manufacturer with unmatched scale and strong balance sheet, trading at an attractive valuation with long-term growth intact.
- Tower SemiconductorSep 2025Tower Semiconductor is an analog foundry leader in specialty materials and silicon photonics supplying Nvidia, benefiting from high AI datacenter optics demand.