New ETF sponsor from Denver, Colorado files for three actively-managed ETFs

Cambiar Large Cap ETF

Cambiar SMID ETF
Cambiar Small Cap ETF

Tickers: TBD
Exchange: NYSE Arca
Expense ratio: TBD

Original filing date: May 10, 2021
Effective date: July 26, 2021
Listing Date: TBD
CUSIP: TBD

Active: Yes, ActiveShares Structure

Index / Benchmark: TBD
 
Investment Objective:
Seeks total return and capital preservation.
 
Investment Strategy / Index Methodology:

• Relative value
• Bottom-up, stock by stock: Quality, Valuation, Catalyst, Hurdle Rate

 
Constituents: TBD
 
Adviser: Cambiar Investors, LLC
Sub-Adviser: N/A
Portfolio Managers:

• Brian M. Barish
• Anna (Ania) A. Aldrich, CFA
• Andrew P. Baumbusch
• Colin M. Dunn
• Joseph S. Chin

Administrator: SEI Investments Global Funds Services
Fund accountant: SEI Investments Global Funds Services
Transfer agent: Brown Brothers Harriman & Co.
Custodian: Brown Brothers Harriman & Co.
Distributor: SEI Investments Distribution Co.
Legal counsel: Morgan, Lewis & Bockius LLP
External accounting: TBD
Compliance: TBD
 
Prospectus is here.

MORE ETF HEARSAY

 

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• LinkedIn: Henry Jim
• henry@etfhearsay.com
• Twitter: @ETFhearsay