Cambria's Growth Spurt: A Look at 2010 Performance

The investment landscape is constantly shifting, with firms vying for attention and assets under management. Cambria Investment Management isn't immune to these dynamics. In their recent year-end letter, they shed light on significant growth in 2010.

A key highlight was the successful launch of the Cambria Global Tactical ETF (GTAA) in October. This new offering quickly attracted over $70 million in assets within just a few months. This strong performance solidified Cambria's position in the market and signaled investor confidence in their strategies.

Fee Adjustments: Putting Investors First

Cambria emphasizes its commitment to acting as a strong fiduciary on behalf of clients. To demonstrate this dedication, they implemented fee reductions across various products, including separate accounts.

Effective January 1, 2011, the maximum fee for separate accounts was lowered from 1.5% to a flat 1%. While a minimum account size of $500,000 was introduced for new clients, existing clients were grandfathered into the new structure regardless of their account balance.

GIPS Verification: Ensuring Transparency and Credibility

In an era where data integrity is paramount, Cambria took a crucial step towards transparency by undergoing GIPS® verification. These global performance standards are widely recognized for their rigorousness and commitment to accurate reporting.

By achieving GIPS® compliance, Cambria aims to build trust with investors and provide them with reliable, comparable performance metrics. This initiative underscores their dedication to ethical practices and clear communication.

Tailoring Portfolios: A Personalized Approach

Cambria recognizes that each investor has unique needs and risk tolerances. To cater to this diversity, they offer a range of portfolio options categorized by risk level: Global Tactical Conservative (Separate Accounts), Global Tactical Moderate (Separate Accounts, GTAA ETF), and Global Tactical Aggressive (Separate Accounts, 2X Hedge Fund).

This allows investors to align their portfolios with their individual investment goals and comfort levels.

Staying Ahead of the Curve: The Cambria Advantage

Cambria's proactive approach to staying relevant in the evolving financial landscape is evident through their commitment to transparency, client-centric strategies, and continuous innovation. Their dedication to providing tailored solutions and reliable performance data positions them as a trusted partner for investors navigating complex market conditions.