Case Study of a Ten-Year Actively Managed ETF

Cambria Advisors recently sent out a mailing that was somewhat self-congratulatory noting the 10-year anniversary of the launch of its first ETF.  As we will explore shortly, I contend that the congratulations are well-deserved from a number of perspectives.  The email missive piqued my interest for a specific reason.  The main comparisons made in the … Read more

Navigating the Volatility Vortex – How Well Have Safe Harbor ETFs Performed?

In the past January Year-End review, I noted that ValuEngine models were predicting a down market for 2022.  In March, as fears of interest rate hikes, continued runaway inflation and global implications of the Russian invasion played on investors’ minds, I wrote a column specifically on potential safe harbors in the wake of the perfect … Read more

Actively Managed vs. Indexed ETFs – DBLV: A Case Study Inside AdvisorShares DoubleLine Value Equity ETF

The biggest surge in new ETFs during the past 12 months has switched from ESG/Other thematic to actively managed ETFs. The preponderance of these new offerings and filings have come from major mutual fund houses and investment banks. Three ETFs are compared below regarding this topic. I’ve recently written an article that explains the many … Read more