Cambria Value and Momentum ETF (VAMO)
BATS BATS Primary Summary
VAMO Chart
Cambria Value and Momentum ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Justin Dausch ALM First Financial Advisors LLC | 1.43M | $44.28M | $51.56M | $7.28M | 16.44% |
| RZ Rich Zeitz Bravias Capital Group LLC | 174,706 | $5.55M | $6.39M | $835,758.49 | 15.05% |
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Cambria Value and Momentum ETF Profile
| BATS Exchange | US Country |
Overview
The fund is designed to provide investors with a diversified investment option, focusing primarily on U.S. exchange-listed equity securities. It adopts a flexible investment strategy, allowing for hedging up to 100% of its long portfolio value, aiming to mitigate risk while seeking to achieve its investment objective. By imposing a sector allocation cap of 25%, the fund ensures a balanced exposure across various industries, which can help in reducing sector-specific risks. Moreover, the fund demonstrates versatility by allocating a portion of its assets to both U.S. dollar and non-U.S. dollar denominated money market instruments or other high-quality debt securities, as well as ETFs, thereby offering a blend of equity and fixed-income investments to its portfolio. This approach is tailored to cater to investors seeking a mix of growth and income while maintaining a prudent level of risk diversification.
Products and Services
- U.S. Exchange-Listed Equity Securities
- Hedging Strategies
- Sector Diversification
- Money Market Instruments and High-Quality Debt Securities
- Exchange-Traded Funds (ETFs)
Investing primarily in U.S. exchange-listed equity securities, the fund seeks to tap into the growth potential of the U.S. stock market. This encompasses a broad range of companies across various industries, providing the foundation for the fund's investment portfolio.
The ability to hedge up to 100% of the fund's long portfolio value allows for strategic risk management. This flexibility is critical in navigating market volatility and protecting the investment from significant downturns.
With a maximum sector allocation limit of 25%, the fund ensures a diversified sector exposure. This strategy is designed to mitigate risks associated with overexposure to any single sector, contributing to a more stable performance under different market conditions.
Allocating up to 20% of its assets to both U.S. dollar and non-U.S. dollar denominated money market instruments or other high-quality debt securities offers additional diversification. This component seeks to provide stable returns and liquidity, complementing the equity investments with a conservative income component.
Investment in ETFs further diversifies the fund's portfolio by providing exposure to a wide array of assets through a single investment. This strategy enhances the fund's ability to achieve its investment objective while maintaining flexibility in asset allocation.
