The VALU ETF is managed by Cambria Investment Management, L.P. (Cambria or the Adviser). The fund's primary objective is to invest at least 80% of its net assets in undervalued U.S. exchange-listed equity securities, as determined by various valuation metrics, including the cyclically adjusted price-to-earnings ratio (CAPE Shiller P/E ratio). Cambria employs systematic quantitative strategies to avoid overvalued and downtrending markets, potentially hedging up to 100% of its long portfolio value when necessary. The fund may also use derivatives and money market instruments for hedging and investment purposes. It seeks to maintain sector exposure within specified limits and applies a quantitative model combining value and momentum factors to select securities. VALU ETF may invest in preferred stocks, real estate investment trusts (REITs), and engage in short sales, with portfolio adjustments made to meet target allocations monthly, resulting in potential high portfolio turnover.
While VAMO Dividend ETF primarily focuses on undervalued U.S. exchange-listed equity securities, it also offers investors a glimpse into its dividend distribution strategy. Dividend distributions typically align with the performance and dividend policies of the underlying securities within the fund. VAMO Dividend ETF aims to generate income through dividends from the selected undervalued stocks, which are identified using various valuation metrics, including the cyclically adjusted price-to-earnings ratio (CAPE Shiller P/E ratio). Investors seeking a combination of value-based investing and potential dividend income may find this ETF appealing.
VAMO Tracking is all about following the investment strategy of the Cambria Value and Momentum ETF. This ETF primarily seeks to achieve its investment objective by investing at least 80% of its net assets in undervalued U.S. exchange-listed equity securities. It employs various valuation metrics, including the cyclically adjusted price-to-earnings ratio (CAPE Shiller P/E ratio), to identify undervalued securities. The ETF is managed by Cambria Investment Management, L.P. and utilizes systematic quantitative strategies to avoid overvalued and downtrending markets. It may also employ hedging strategies using derivatives during periods of market overvaluation. The portfolio is diversified across sectors, with a maximum sector allocation of 25%, and combines value and momentum factors to make investment decisions. Additionally, the ETF may invest in preferred stocks, real estate investment trusts (REITs), and engage in short sales of securities as part of its investment approach. Cambria actively manages the portfolio to meet target allocations monthly, potentially leading to high portfolio turnover. As of August 1, 2023, the ETF had significant exposure to the consumer discretionary, financial services, and industrial sectors, but its sector exposure may change over time.
While specific correlation details for the VAMO ETF are not readily available, understanding its correlation dynamics is essential for investors assessing its market behavior. Investors can utilize the ETF Insider web app to delve into comprehensive correlation data, gaining insights into how VAMO interacts with various market factors. The ETF Insider's user-friendly visualization tool provides a deep analysis of correlations, overlaps, and connections with other assets, enabling investors to make informed decisions and implement effective risk management strategies within their portfolios based on a nuanced understanding of VAMO ETF's correlation patterns.
The VAMO Sector ETF aims to achieve its investment objective by focusing on undervalued U.S. exchange-listed equity securities across various sectors. These securities are identified based on valuation metrics such as the cyclically adjusted price-to-earnings ratio (CAPE Shiller P/E ratio) and other key factors. Cambria Investment Management, L.P., the fund's adviser, employs systematic quantitative strategies to avoid overvalued and downtrending markets. The ETF may also use derivatives for hedging purposes during periods of market overvaluation and may allocate a portion of its assets to money market instruments or high-quality debt securities. While the fund may invest in companies across industries, it limits sector allocation to a maximum of 25%, with a focus on value and momentum factors for stock selection and portfolio management. As of August 1, 2023, the fund had significant exposure to consumer discretionary, financial services, and industrial sectors, but its sector allocation may change over time.
VAMO EXPOSURE provides investors with a unique investment opportunity by focusing on undervalued U.S. exchange-listed equity securities. The fund, managed by Cambria Investment Management, L.P., employs systematic quantitative strategies to identify undervalued securities based on various valuation metrics, including the cyclically adjusted price-to-earnings ratio (CAPE Shiller P/E ratio). By actively managing the portfolio and using derivatives for hedging during overvalued market conditions, VAMO EXPOSURE aims to offer exposure to potentially attractive investment opportunities while mitigating downside risks.
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