Cambiar Aggressive Value ETF (CAMX)

Overview

The Cambiar Aggressive Value ETF seeks long-term capital appreciation by investing in a concentrated portfolio of undervalued U.S. companies. It focuses on identifying firms with strong fundamentals but depressed valuations, employing a bottom-up, fundamental analysis approach.

Reputation and Reliability

Cambiar Investors is a boutique asset management firm with a history of value investing.

Management Expertise

The management team has extensive experience in value investing and fundamental analysis.

Goal

To seek long-term capital appreciation.

Investment Approach and Strategy

Strategy: The ETF employs an active investment strategy, not tracking a specific index. It seeks undervalued U.S. companies.

Composition The ETF primarily holds common stocks of U.S. companies.

Market Share: Data Unavailable

Total Net Assets (AUM): Data Unavailable

Key Competitors

• IWD
• VTV
• RPG
• IVE

Competitive Landscape

The Cambiar Aggressive Value ETF competes in the large-cap value ETF space. Its concentrated approach differentiates it, offering the potential for higher returns but also greater risk compared to more diversified competitors. A disadvantage is its limited AUM, possibly impacting liquidity and trading costs.

Historical Performance: Data Unavailable

Benchmark Comparison: Data Unavailable

Expense Ratio: Data Unavailable

Average Trading Volume

The average trading volume data is not available.

Bid-Ask Spread

The bid-ask spread data is currently unavailable.

Market Environment Factors

Economic indicators, value stock performance, and overall market sentiment affect the Cambiar Aggressive Value ETF. Interest rates and inflation can impact value stock valuations.

Growth Trajectory

Data Unavailable

Competitive Edge

The ETF's concentrated portfolio of undervalued U.S. companies offers the potential for significant alpha generation. Cambiar's focus on fundamental analysis to identify undervalued opportunities, as well as its focused approach and experienced team, are competitive advantages. However, this concentrated approach also exposes the ETF to idiosyncratic risk if the fundu2019s investment ideas are not successful. The ETF's success is closely tied to the expertise of its management team in identifying and capitalizing on market inefficiencies.

Volatility

Volatility data is unavailable.

Market Risk

The ETF is subject to market risk associated with equity investments, particularly value stocks. The concentrated portfolio increases the risk of significant losses if a few key holdings perform poorly. Value stocks can underperform during growth-oriented market cycles.

Ideal Investor Profile

The ideal investor is one with a high risk tolerance seeking long-term capital appreciation and comfortable with a concentrated portfolio of undervalued companies.

Market Risk

The ETF is best suited for long-term investors who are comfortable with higher volatility and actively managed strategies.

The Cambiar Aggressive Value ETF is an actively managed fund focused on identifying undervalued U.S. companies. Its concentrated approach aims for high returns, but comes with increased risk. The ETFu2019s success depends on the stock-picking ability of Cambiar Investors. It's suitable for long-term investors with a high risk tolerance and belief in value investing. However, data on AUM, trading volumes, and historical performance metrics is currently unavailable.

Data Sources:

• ETF.com
• Morningstar
• Company Website

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Historical performance is not indicative of future results.