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Cambria Endowment Style ETF is upgraded to 'Buy' after outperforming the S&P 500 with a +22% total return and strong risk-adjusted metrics. ENDW employs a dynamic, hedge-fund-like strategy, actively reallocating among Cambria sector ETFs and leveraging futures for 128% notional exposure. Recent portfolio emphasis on international and emerging market equities, combined with disciplined risk management, has delivered a Sharpe ratio of 2.4 and modest -6% drawdown.
The Cambria Endowment Style ETF offers an all-in-one, actively managed portfolio designed to mimic institutional endowment and pension fund strategies. ENDW features broad diversification across equities, bonds, commodities, and alternative strategies, with significant foreign and emerging market exposure. The fund's 0.29% expense ratio is reasonable for its wide mandate.
MANHATTAN BEACH, Calif.--(BUSINESS WIRE)---- $ENDW #351Exchange--Cambria Investment Management, a leader in quantitative, systematic investment solutions, in partnership with ETF Architect, today announced the launch and commencement of trading of the Cambria US EW ETF (USEW) on NASDAQ. USEW offers investors diversified exposure to U.S. equities. By avoiding traditional market-capitalization weighting, which can result in overconcentration in the largest and often most expensive companies, the fund takes a balanced a.
MANHATTAN BEACH, Calif.--(BUSINESS WIRE)---- $ENDW #351Exchange--Cambria Investment Management, a leader in quantitative, systematic investment solutions, in partnership with ETF Architect, today announced the launch and commencement of trading of the Cambria Global EW ETF (GEW) on NASDAQ. GEW offers investors diversified exposure to global equities. By avoiding traditional market-capitalization weighting, which can result in overconcentration in the largest and often most expensive companies, the fund takes a balanc.
ENDW offers a dynamic, unconstrained endowment-style total return strategy, investing globally across equities, bonds, real assets, and alternatives with leverage. The current portfolio is overweight tech equities and long 10-year Treasury futures, betting on lower rates, with no crypto or outright gold exposure. Success hinges on the manager's skill: strong risk-adjusted returns and low drawdowns are essential to justify the wide mandate and 0.29% expense ratio.
MANHATTAN BEACH, Calif.--(BUSINESS WIRE)---- $ENDW #351Exchange--Cambria Investment Management, a leader in quantitative investment strategies and tax-aware solutions, in partnership with ETF Architect, today announced plans to launch the Cambria Global Equal Weight ETF (GEW), expected to begin trading on NASDAQ on September 25, 2025. In advance of the fund's launch, Cambria is offering a one-time opportunity for investors to contribute highly appreciated securities in exchange for shares of GEW — without triggering.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.