Kepler Cheuvreux and Cambiar Investors have entered a strategic collaboration, with the firms ‘exploring’ the creation of an asset management joint venture.
Brian Barish
The move – if approved – will distribute Cambiar’s investment strategies to investors across Europe, Canada, and the Middle East.
Initially, the joint venture would focus on distributing Cambiar’s global equity and the large cap value strategies, the firms have confirmed.
The JV is subject to UCITS or other appropriate regional structures and other regulatory approvals.
In parallel, Kepler and Cambiar have entered into a research cooperation agreement which is effective immediately.
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“This partnership aligns Cambiar’s disciplined, long-standing investment process with Kepler Cheuvreux’s deep European research and asset management infrastructure,” said Brian Barish, president of Cambiar Investors.
“It allows us to extend our reach globally while simultaneously strengthening the research foundation behind our international investment strategies […] This is an expansion of capability. Our process remains intact, but the resources supporting it are meaningfully stronger.”
Specifically, the firms are set to share analytical resources and corporate access, with Kepler’s European equity research platform to be leveraged and the global distribution of Cambiar’s investment strategies due to be expanded.
Jean-Pierre Ané, deputy chief executive, Kepler Cheuvreux, explained: “This partnership leverages Kepler Cheuvreux’s leading independent equity research and unique distribution capabilities across Europe.
“It strengthens our existing presence in the United States and our ability to offer the best set of geographically diversified products to our clients.”