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Cambiar Aggressive Value ETF (CAMX)



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Upturn Advisory Summary
08/14/2025: CAMX (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 9.82% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 26.45 - 31.70 | Updated Date 06/30/2025 |
52 Weeks Range 26.45 - 31.70 | Updated Date 06/30/2025 |
Upturn AI SWOT
Cambiar Aggressive Value ETF
ETF Overview
Overview
The Cambiar Aggressive Value ETF seeks long-term capital appreciation by investing in undervalued companies with significant growth potential, primarily focusing on US equities.
Reputation and Reliability
Cambiar is known for its value investing approach and disciplined portfolio management.
Management Expertise
Cambiar has a seasoned management team with expertise in value investing and a long track record of managing value-oriented portfolios.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting undervalued stocks based on fundamental analysis and growth prospects.
Composition Primarily holds US equities, with a focus on companies identified as undervalued based on Cambiar's investment criteria.
Market Position
Market Share: Data unavailable to determine the market share of Cambiar Aggressive Value ETF
Total Net Assets (AUM): Data unavailable
Competitors
Key Competitors
- IWD
- VTV
- RPV
- IVE
- SYLD
Competitive Landscape
The value ETF space is highly competitive. Cambiar's ETF distinguishes itself through an aggressive, actively managed approach. Advantages include potential for higher returns through active stock selection, while disadvantages are the higher expense ratio and the risk of underperforming the benchmark.
Financial Performance
Historical Performance: Historical performance data unavailable. Refer to official fund factsheets for specific returns.
Benchmark Comparison: Benchmark comparison data unavailable, performance is dependent on the benchmark used by Cambiar.
Expense Ratio: Data unavailable
Liquidity
Average Trading Volume
Average trading volume details are unavailable, however being a smaller ETF may have lower liquidity.
Bid-Ask Spread
Bid-ask spread data is currently unavailable, which may impact trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth, and market sentiment all influence the Cambiar Aggressive Value ETF, impacting the valuation of its holdings. Rising interest rates and inflation can affect the attractiveness of value stocks.
Growth Trajectory
Data unavailable for past growth. The fund's growth is dependent on the portfolio manager's ability to identify and invest in undervalued stocks with growth potential and the overall market's performance.
Moat and Competitive Advantages
Competitive Edge
Cambiar's advantage lies in its deep-dive fundamental analysis and focus on identifying undervalued companies with significant growth potential. The firm's experienced management team and rigorous stock selection process aim to deliver superior risk-adjusted returns. Their aggressive value strategy distinguishes them from more passive value funds. The focus is on finding opportunities where the market has mispriced assets.
Risk Analysis
Volatility
Volatility data is not available. The ETF's volatility depends on the risk profile of its underlying holdings.
Market Risk
The ETF is exposed to market risk, particularly related to equity investments. Sector-specific risks can also impact the portfolio's performance depending on sector allocation.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a long-term investment horizon, a high risk tolerance, and a belief in value investing principles. This ETF is suitable for investors looking for capital appreciation and are willing to accept potential volatility.
Market Risk
Cambiar Aggressive Value ETF may be suited for long-term investors willing to take on higher risk in exchange for potentially higher returns compared to passive index followers.
Summary
The Cambiar Aggressive Value ETF aims for long-term capital appreciation by actively investing in undervalued companies. Its success depends on Cambiar's stock selection process and market conditions. Ideal investors are those with high risk tolerance and a long-term investment horizon. The fund differentiates itself through its aggressive, actively managed approach. Performance may be affected by economic factors and sector trends, and the cost is unavailable.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Cambiar Investment Website
- ETF Database
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Market share is based on limited data and may not be fully accurate. Investors should conduct their own due diligence before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Cambiar Aggressive Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal circumstances, the fund primarily invests in equity securities of companies located in the United States. The fund typically invests in a portfolio of 20-30 issuers that Cambiar Investors, the fund"s investment adviser, believes represent the best opportunities for long-term capital appreciation. The fund is non-diversified.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.