Coming in December
Cambria Investments
Rules-based shareholder yield and global value stock funds, plus tactical funds that move between asset classes, follow trends and hedge tail risk, from Meb Faber's firm.
How they trade Rules-based
Mostly rules-based quant screens rebalanced on a schedule (quarterly for the yield funds). Trinity, Global Momentum, Managed Futures and Tail Risk make tactical shifts between asset classes and hedges.
We will report each rebalance: the names that came in and the ones that went out. More on the difference.
Why follow them
When a value screen rebalances, the names it adds and drops are a ready-made research list. The tactical funds show where Meb's trend and risk models are pointing: into or out of stocks, bonds, commodities and hedges.
We publish a manager once we have at least 30 trading days of clean daily data, so the big moves and track record mean something on day one.
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