Cambria and ETF Architect Announce Cambria Endowment Style ETF (ENDW); Joins TAX as Cambria’s Second 351 Exchange
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ETF provides diversified, global exposure inspired by endowment-style investing strategies
MANHATTAN BEACH, Calif.--(BUSINESS WIRE)--
Cambria Investment Management, a leading quantitative asset management firm, and ETF Architect, a trusted partner for fund managers launching ETFs, today announced the upcoming launch of the Cambria Endowment Style ETF (ENDW), which has begun trading on NASDAQ.
ENDW offers investors access to a diversified, global investment strategy designed to seek both income and capital appreciation. Drawing inspiration from endowment-style investment approaches, ENDW is built to pursue returns across varying market conditions while maintaining an aggressive risk profile. The fund will target notional exposure of 130%-150% of total assets through a dynamic combination of ETFs and futures contracts to capitalize on opportunities across global markets.
“With ENDW, we’re excited to offer individual investors the potential benefits of an endowment-inspired investment strategy,” said Meb Faber, co-founder and CIO of Cambria. "Often, many US investors do not have exposure to many of the assets and strategies we incorporate into the ETF, such as global equities, real assets, and strategies such as value and trend following. ENDW incorporates these to provide a comprehensive portfolio solution designed to thrive across economic cycles."
ENDW joins Cambria's growing lineup of ETFs with $2.6 billion in assets under management. This latest launch reflects Cambria and ETF Architect's shared commitment to delivering innovative investment solutions that meet evolving investor needs.
The ETF launched with $98 million, funded by individual investors and advisors who exchanged separate account investment holdings for the new, tax-efficient ETF. This marks the second ETF from Cambria and ETF Architect, joining Cambria Tax Aware ETF (TAX), that utilizes proprietary technology enabling seed investors to participate in a 351 Exchange – a contribution of appreciated securities into a new ETF through a non-recognition transaction under Section 351 of the Internal Revenue Code (a “351 Transaction”). By leveraging this innovative structure, Cambria and ETF Architect have introduced a streamlined, accessible solution designed to overcome the complexities often faced with traditional tax-loss harvesting strategies.
“Our partnership with Cambria continues to produce ETFs that provide investors with sophisticated strategies traditionally reserved for institutional investors,” said Wes Gray, majority owner and strategic advisor of ETF Architect. “ENDW is yet another step forward in our mission to make these strategies widely accessible.”
ETF Architect is on a mission to help ETF sponsors win by delivering an affordable, easy-to-use, and transparent solution. Via their EA Series Trust, the firm partners with fund managers (hedge, mutual, SMA), registered investment advisors (RIAs), and family offices who want to leverage the material tax and operational efficiencies of the ETF structure. The firm currently manages over $15B in assets across 72 different ETFs.
To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing. This and other information can be found in the Fund's full or summary prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or visiting our website at www.cambriafunds.com. Read the prospectus carefully before investing or sending money.
The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not affiliated with Cambria Investment Management, LP, the Investment Adviser for the Fund.
The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not affiliated with Cambria Investment Management, LP, the Investment Adviser for the Fund.
Investing involves risk, including potential loss of capital.
ENDW: The fund may invest in derivatives, which are often more volatile than other investments and may magnify the Fund’s gains or losses. The use of leverage by the fund managers may accelerate the velocity of potential losses. The Fund can have exposure to factors (e.g., value, momentum, and trend investing. Momentum and trend styles of investing is subject to the risk that these securities may be more volatile than a broad cross section of securities or that the returns on securities that have previously exhibited price or trend momentum are less than returns on other styles of investing or the overall stock market. Investments in smaller companies typically exhibit higher volatility. Diversification may not protect against market loss. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. The risk of investing in securities of ETFs, ETPs and investment companies typically reflect the risk of the types of instruments in which the underlying ETF, ETP or investment company invests. In addition, with such investments the Fund bears its proportionate share of fees and expenses of the underlying entity. As a result, the Fund’s operating expenses may be higher, and performance may be lower.
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