Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. With 12 ETFs traded on the U.S. markets, Cambria ETFs have total assets under management of $899.56M. The initial screening universe includes stocks in the United States … ... Jonathan has five years of experience working in the ETF industry. endobj
That means … The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. Investments in commodities are subject to higher volatility than more traditional investments. He is a frequent speaker and writer on investment … The fund’s investment adviser, Cambria Investment Management, L.P. (“Cambria” or the “Adviser”), uses its own proprietary rules-based quantitative algorithm to select its holdings. %PDF-1.7
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The performance data quoted represents past performance. Cambria has discretion to allocate any portion, up to 100%, of a Trinity Model Portfolio into Cambria ETFs. The Cambria Sovereign Bond ETF was formerly known as The Cambria Sovereign High Yield Bond ETF. While a portion of the fund's assets will be invested in the basket of long put option premiums, the majority of fund assets will be invested in intermediate term US Treasuries. Diversification may not protect against market loss. Cambria Tail Risk ETF (TAIL) named 2020 Alternative ETF of the Year at Fund Intelligence Mutual Fund and ETF Virtual Awards. <>
Registration Statement XBRL
The company also manages a suite of equity and bond ETFs. There is no guarantee that the Fund will achieve its investment goal. Investments in sovereign and quasi-sovereign debt obligations involve special risks not present in corporate debt obligations. The issuer of the sovereign debt or the authorities that control the repayment of the debt may be unable or unwilling to repay principal or interest when due, and the Fund may have limited recourse in the event of a default. Cumulative return is the aggregate amount that an investment has gained or lost over time. Cambria and all other ETF issuers are ranked based on their estimated revenue from their ETF business. TAIL strategy offers the potential advantage of buying more puts when volatility is low and fewer puts when volatility is high. The Five Best Marijuana ETFs to invest in This Year. x��}m����wU�?��n������r�ʖ��w�qb)ٽ�������C�C��������C�3�TI�G�pz�tx��4�];�_=~�߿�m?�}��ٗ_~���o���O�̾�����D�~�����,�^��Y �3��g��(��n��7{���QY(mf�7�_�f�o�g���x����˅��]\��j����? To be clear, GAA is a fund-of-funds that owns other underlying ETFS. The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway Suite 1000 Denver CO 80203, which is not affiliated with Cambria Investment Management, LP, the Investment … Buying and selling shares will result in brokerage commissions. Annualized return is the average return gained or lost by an investment each year over a given time period. ... PRNewswire Wed, 12 Aug 2020 Cambria Tail Risk ETF (TAIL) named 2020 Alternative ETF of the Year at Fund Intelligence Mutual Fund and ETF … FYLD and SYLD went from being passively managed to actively managed on that same date. The client pays a 15 basis points (0.15%) platform fee which passes through to our technology partner, Betterment. The investment seeks income and capital appreciation. The fund is actively managed and seeks to achieve its investment objective by investing, under normal market conditions, primarily in the … In addition to the normal risks associated with investing, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from social, economic, or political instability in other nations. There are special risks associated with margin investing. Since the Fund's Shares typically do not trade in the secondary market until several days after the Fund's inception, for the period from inception to the first day of secondary market trading in Shares, the NAV of the Fund is used to calculate market returns. This style of investing is subject to the risk that these securities may be more volatile than a broad cross-section of securities or that the returns on securities that have previously exhibited price momentum are less than returns on other styles of investing or the overall stock market. Justin Bosch, CFA Senior Analyst. The Fund employs a "momentum" style of investing that emphasizes investing in securities that have had higher recent price performance compared to other securities. The Fund intends to invest in a portfolio of "out of the money" put options purchased on the U.S. stock market. MEBANE T. FABER, CAIA, CMT, is the Portfolio Manager at Cambria Investment Management where he manages equity and global tactical asset allocation portfolios. Cambria may add additional ETFs or modify the composition of existing Portfolios at any time without prior notice to clients. 1 0 obj
This could result in the Fund's underperformance compared to other funds with similar investment objectives. And that’s why we’re proud to offer the Cambria Global Asset Allocation ETF for a 0% management fee. The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway Suite 1000 Denver CO 80203, which is not affiliated with Cambria Investment Management, LP, the Investment Adviser for the Fund. He is responsible for Cambria’s day-to-day portfolio operations. The exchange-traded fund's median bid-ask spread is rounded to the nearest hundredth and computed by (1) identifying the exchange-traded fund's national best bid and national best offer as of the end of each 10 second interval during each trading day of the last 30 calendar days, (2) dividing the difference between each such bid and offer by the midpoint of the national best bid and national best offer, and (3) identifying the median of those values. 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