Strategies & Offerings

 

 

The Cambria Armor Growth Strategy utilizes advanced analytical tools provided by Equity Armor Advisors (EAA). The strategy is suited to investors with a longer-term time horizon, and an above average risk tolerance.

The strategy aims to capture enhanced market returns through EAA’s proprietary security selection process, and aims to reduce volatility with its proprietary volatility management process.

Approximately 90% of the Growth Strategy contains a blend of 4 different EAA strategies - 60% GARP Equity Armor Portfolio, 10% Dividend Equity Armor Portfolio, 20% Earnings Equity Armor Portfolio, and a 10% allocation to Bond ETFs (Exchange Traded Fund); approximately 10% of the holdings (the “hedge”) are comprised of 9.5% cash and/or volatility ETPs (Exchange Traded Products).

 

The Cambria Armor Dividend Strategy utilizes advanced analytical tools provided by Equity Armor Advisors (EAA). The strategy is suited to provide more conservative investors with an opportunity to participate in equity markets while seeking to minimize risk.

The strategy aims to capture enhanced market returns through EAA’s proprietary security selection process, and aims to reduce volatility with its proprietary volatility management process.

Approximately 90% of Dividend Strategy contains a blend of 4 different EAA strategies - 20% GARP Equity Armor Portfolio, 20% Dividend Equity Armor Portfolio, 40% Earnings Equity Armor Portfolio and a 20% allocation to Bond ETFs (Exchange Traded Fund); approximately 10% of the strategy (the “hedge”) is comprised of 9.5% cash and/or volatility ETPs (Exchange Traded Products).

The Cambria Armor Income Strategy utilizes advanced analytical tools provided by Equity Armor Advisors (EAA). This strategy aims to provide income oriented investors with an opportunity to participate in equity markets while seeking to minimize risk.

The strategy aims to capture enhanced market returns through EAA’s proprietary security selection process, and aims to reduce volatility with its proprietary volatility management process.

Approximately 90% of the Income Strategy contains a blend of 4 different EAA strategies - 10% GARP Equity Armor Portfolio, 40% Dividend Equity Armor Portfolio, 10% Earnings Equity Armor Portfolio and a 40% allocation to Bond ETFs (Exchange Traded Fund); approximately 10% of the strategy (the “hedge”) is comprised of 9.5% cash and/or volatility ETPs (Exchange Traded Products)

The Cambria Total Return Strategy utilizes advanced analytical tools provided by Equity Armor Advisors (EAA). The strategy is suited to provide moderate risk investors with an opportunity to participate in equity markets while seeking to minimize risk.

The strategy aims to capture enhanced market returns through EAA’s proprietary security selection process, and aims to reduce volatility with its proprietary volatility management process.

Approximately 90% of the Total Return Strategy contains a blend of 4 different EAA strategies - 40% GARP Equity Armor Portfolio, 20% Dividend Equity Armor Portfolio, 20% Earnings Equity Armor Portfolio, and a 20% allocation to Bond ETFs (Exchange Traded Fund); approximately 10% of the strategy (the “hedge”) is comprised of 9.5% cash and/or volatility ETPs (Exchange Traded Products).