CAMX

Cambiar Aggressive Value ETF

$30.97

+0.00%

Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Cambiar Aggressive Value ETF (CAMX) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of undervalued U.S. equities with strong growth potential.

Overview

ETF tracking Cambiar Aggressive Value ETF

Category Growth

Issuer Other

Inception Date 2023-02-13

Market Cap $59.1M

Average Volume N/A

Dividend Yield 1.55%

52-Week Range $26.72 - $32.14

VWAP $30.98

Performance

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Investment Summary

📎 Investment Objective

The Cambiar Aggressive Value ETF (CAMX) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of undervalued U.S. equities with strong growth potential.

🎯 Investment Strategy

The fund employs a bottom-up, fundamental research approach to identify companies that the portfolio managers believe are trading at a significant discount to their intrinsic value. The fund typically holds 30-40 positions and is not constrained by market capitalization or sector weightings.

✨ Key Features

Actively managed, concentrated portfolio of U.S. equities
Focuses on companies with strong growth potential trading at attractive valuations
Unconstrained by market cap or sector, allowing flexibility to find the best opportunities
High active share compared to benchmark indexes

⚠️ Primary Risks

Equity market risk: The fund's value will fluctuate with changes in the stock market
Concentration risk: The fund's performance may be more volatile due to its concentrated portfolio
Value investing risk: The fund's value-oriented approach may underperform growth-oriented strategies
Liquidity risk: The fund may have difficulty selling certain holdings, especially in volatile markets

👤 Best For

The Cambiar Aggressive Value ETF may be suitable for investors seeking long-term capital appreciation through a concentrated portfolio of undervalued U.S. equities. This fund is intended for investors with a higher risk tolerance who are willing to accept the increased volatility that can come with a focused, value-oriented strategy.