Whitepapers

 

Whitepapers

Think Income and Growth Don’t Exist Around the Globe? Think Again

In early 2017, we wrote a paper we’ve since updated, called “Think Income and Growth Don’t Exist in This Market? Think Again” that sought to address a question facing many U.S. equity investors…

Was it possible to find a U.S. equity investment that could offered an attractive yield, yet came without a lofty, dangerous valuation?

We began that paper with the following investor-perspective…

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Think Income and Growth Don’t Exist in This Market? Think Again.

Are you having the following argument with yourself?

“I need an investment that’s going to provide me not only potential income, but potential growth too. Unfortunately, investors have been piling into dividend funds for years nowintheir search for yield.I’mworried thatthis has left me few reasonably-valued opportunities. If I invest in a potentially overvalued dividend fund today and this bull market finally runs out of steam tomorrow, then I’m risking serious losses. On the other hand, keeping my money on the sidelines is returning me zero. Is there an answer?”

Aswe’re about to showyou, yes, we believethere is an answer – and one we feel is a good one. We believe income and growth are still possible, even in this market, though admittedly, harder to find.

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To determine if the Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the Fund’s 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.

Investing involves risk, including potential loss of capital.

: Investments in sovereign and quasi-sovereign debt obligations involve special risks not present in corporate debt obligations. The issuer of the sovereign debt or the authorities that control the repayment of the debt may be unable or unwilling to repay principal or interest when due, and the Fund may have limited recourse in the event of a default. Investments in commodities are subject to higher volatility than more traditional investments. 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 employs a ‘momentum’ style of investing that emphasizes investing in securities that have had higher recent price performance compared to other securities. This style 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 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.

All Cambria ETFs are actively managed.

On June 1, 2020, SYLD’s and FYLD’s investment objective and investment strategy changed. FYLD and SYLD went from being passively managed to actively managed on that same date.

On July 1, 2020, GVAL’s and EYLD’s investment objective and investment strategy changed. GVAL and EYLD went from being passively managed to actively managed on that same date.