Cambria's Growth: Transparency & Quantitative Insights
Cambria's Growth Trajectory: A Look at 2010
The investment landscape is constantly evolving, with firms adapting to new market conditions and investor demands. Cambria Investment Management, known for its quantitative approach, has experienced significant growth in 2010, expanding both its assets under management (AUM) and its product offerings. This year-end letter provides a glimpse into the firm's achievements and future plans.
Fee Reductions: A Commitment to Clients
Cambria emphasizes its fiduciary responsibility to clients, continually seeking ways to enhance value. In line with this commitment, the firm announced a reduction in management fees for separate accounts from a maximum of 1.5% to a flat 1%. This move demonstrates Cambria's dedication to providing competitive pricing while maintaining high-quality investment strategies.
Embracing Transparency: GIPS® Verification Process
Performance transparency is crucial for building trust with investors. Cambria is undergoing the Global Performance Investment Standards (GIPS®) verification process, a rigorous set of reporting standards recognized globally. This commitment ensures that Cambria's performance numbers are audited and presented in a standardized, credible manner. The firm aims to publish updated 2010 performance figures shortly after completing the GIPS® verification.
A New Era of Communication: The Cambria Quantitative Research Newsletter
Cambria recognizes the importance of clear and consistent communication with clients. To facilitate this, the firm will launch a monthly newsletter titled "Cambria Quantitative Research." This publication aims to bridge the gap between academic research and practical investment insights, offering regular updates on market trends, portfolio strategies, and thought leadership from Cambria's experts.
Adapting Strategies: Portfolio Options for Different Risk Profiles
Cambria offers a range of portfolios designed to cater to diverse investor risk preferences. The firm provides Global Tactical Conservative (Separate Accounts), Global Tactical Moderate (Separate Accounts, GTAA ETF), and Global Tactical Aggressive (Separate Accounts, 2X Hedge Fund) options. This allows investors to align their portfolio exposures with their specific financial goals and risk tolerance.
Navigating the New Year: A Focus on Personalized Solutions
As investors embark on a new year, Cambria encourages open communication to tailor portfolios effectively. The firm's team is prepared to discuss individual needs and adjust investment strategies accordingly, taking into account both market conditions and client-specific circumstances.