Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
CAMX
Upturn stock ratingUpturn stock rating

Cambiar Aggressive Value ETF (CAMX)

Upturn stock ratingUpturn stock rating
$31.42
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/14/2025: CAMX (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 9.82%
Avg. Invested days 60
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

ai summary icon Upturn AI SWOT

Cambiar Aggressive Value ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Cambiar is known for its value investing approach and disciplined portfolio management.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.