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Upturn AI Summary
Cambiar Aggressive Value ETF(CAMX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CAMX
10/23/2026: CAMX (1-star) is currently NOT-A-BUY. Pass it for now.
CAMX is an actively managed ETF that provides targeted exposure to value-oriented, high-quality companies. By focusing on a concentrated portfolio, it aims to outperform passive market-cap-weighted value indices through disciplined fundamental research. Its strengths include a clear, research-driven strategy and an experienced management team, though investors should note the higher expense ratio and concentration risk compared to broader funds. It is best suited for long-term, risk-aware investors looking to diversify away from passive beta. Key factors to monitor include the manager's performance record and the ongoing market rotation between growth and value styles.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on value characteristics rather than the aggressive growth metrics typical of this investor style. |
| Momentum investor | Mixed fit | Active stock selection may align with momentum periods, but the fund's primary focus is fundamental value. |
| Value investor | Strong fit | The fund is specifically designed for value investors seeking professional, active fundamental analysis. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation rather than consistent yield. |
| Low-risk investor | Mixed fit | Concentrated portfolios carry higher idiosyncratic risk compared to diversified, broad-market index funds. |
Investor Profile
Ideal Investor Profile
An investor seeking active, fundamental-driven exposure to value stocks who is willing to accept higher concentration risk for the potential of alpha.
Suitability
Best suited for long-term investors looking to complement a passive core portfolio with an active, high-conviction component.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Concentrated portfolios tend to exhibit higher volatility than broad market benchmarks. |
| Market risk | Medium | Systemic equity market declines will adversely affect the value of the holdings. |
| Concentration | High | Having fewer, larger positions increases the impact of any single security's poor performance. |
| Tracking/expense | Medium | The active strategy makes it diverge significantly from standard benchmarks, and expenses are higher than passive options. |
| Liquidity | Medium | Smaller fund size compared to major competitors can lead to wider spreads during stress. |
| Business/sector quality | Medium | Manager focus on quality helps mitigate downside, but incorrect business analysis remains a risk. |
Risk Analysis
Volatility
CAMX exhibits volatility consistent with a concentrated equity portfolio, generally higher than diversified index trackers.
Market Risk
The fund is subject to significant market risk, particularly regarding the valuation multiples and earnings performance of its core value holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | U.S. Large-Cap Value Stocks | 85 | The portfolio is heavily invested in mature, established companies identified by the manager as having intrinsic value. |
| Equity | International / Mid-Cap Equities | 10 | The manager includes non-U.S. or mid-cap securities when they present compelling value opportunities outside the primary focus. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small liquidity buffer is maintained to manage inflows, outflows, and tactical trading opportunities. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 9.61% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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