Cambria Endowment Style ETF (ENDW)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
ENDW Chart
ENDW: Interesting New Endowment Style ETF
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.
Cambria Endowment Style ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Daren Blonski Fermata Advisors LLC | 184,765 | $5.59M | $6.28M | $690,609.67 | 12.36% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 339,594 | $9.51M | $11.56M | $2.05M | 21.54% |
 Benj Foor Frazier Financial Advisors, LLC | 16,692 | $467,531.06 | $569,031.95 | $101,500.89 | 21.71% |
 Maridea Wealth Management LLC Maridea Wealth Management LLC | 10,972 | $349,302 | $373,267.44 | $23,965.44 | 6.86% |
Cambria Endowment Style ETF (ENDW) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Cambria Endowment Style ETF ever had a stock split?
Cambria Endowment Style ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The Cambria Endowment Style ETF is designed to provide investors with a well-rounded approach to global investments, focusing on both income generation and capital appreciation. With a diversified strategy, this Exchange-Traded Fund (ETF) encompasses multiple major asset classes, enabling stakeholders to benefit from an expansive range of investment opportunities. The fund draws inspiration from traditional endowment investing methods, which are characterized by a long-term perspective and a dynamic approach to asset allocation. By maintaining an aggressive risk profile, the ETF aims to pursue substantial returns regardless of fluctuating market conditions, making it suitable for investors looking for growth in their portfolios.
Products and Services
- Diverse Asset Class Exposure:
The ETF provides investors with access to a broad array of global asset classes, including equities, fixed income, real assets, and alternative investments. This variety allows for greater diversification, reducing the overall risk in a portfolio compared to investing in a single asset class.
- Targeted Notional Exposure:
This ETF targets a notional exposure range of 130%-150% of total assets, which means that it aims to amplify returns through strategic leveraging. By utilizing a mix of instruments, including ETFs and futures contracts, the fund seeks to capitalize on market opportunities, thereby enhancing potential gains while accepting a higher level of risk.
- Global Market Reach:
Investors benefit from a diversified investment strategy that includes exposure to U.S., developed foreign, and emerging markets. This global perspective not only broadens investment horizons but also offers the potential to capture growth from various regions and economies around the world.
- Dynamic Investment Strategy:
The ETF’s investment approach is characterized by a flexible and responsive asset allocation strategy. This means the fund managers can adjust the portfolio in response to changing market conditions, allowing for the pursuit of returns across different economic scenarios.
- Income and Capital Appreciation Focus:
In addition to aiming for overall growth in capital, the fund also prioritizes income generation, appealing to investors who are seeking both current income streams and long-term value appreciation in their investments.
