Cambria Launches Cambria Fixed Income Trend ETF (CFIT)

Dynamic Fixed Income ETF Incorporates Global Trends with Quantitative Strategy

MANHATTAN BEACH, Calif., March 28, 2025–(BUSINESS WIRE)–Cambria Investment Management, an independent, privately owned investment advisory firm and ETF provider focused on quantitative asset management and alternative investments, today announced that the Cambria Fixed Income Trend ETF (CFIT) has begun trading on the CBOE BZX Exchange.

CFIT uses a quantitative approach to analyze global bond market segments, systematically identifying opportunities exhibiting upward price trends. By seeking to selectively invest in these segments, the strategy aims to capture those upward movements while also carefully managing risk by allocating to U.S. Treasury Bills when those segments are in a downtrend.

CFIT evaluates a broad universe that includes U.S. government securities such as Treasury bonds, Treasury notes, Treasury bills and Treasury Inflation-Protected Securities, intermediate term investment grade bonds traded in the United States that constitute the U.S. aggregate bond market, corporate bonds, high yield bonds, municipal bonds, residential and commercial mortgage-backed securities, convertible securities, preferred securities, private credit, foreign developed government bonds, and emerging market government bonds.

“We’re excited to offer investors a dynamic approach to fixed income investing,” said Meb Faber, co-founder and CIO of Cambria. “CFIT’s systematic trend following strategy allows investors to potentially capitalize on global fixed income trends while employing a robust risk management framework. We believe this strategy offers a compelling alternative to traditional, static fixed income allocations.”

CFIT’s key features include:

• Systematic Trend Following: Utilizes a systematic trend following strategy targeting global fixed income sectors demonstrating upward price trends, intending to align its holdings with prevailing market trends rather than passively holding allocations.

• Dynamic Risk Management: Offers dynamic risk management by proactively seeking opportunities in sectors demonstrating upward price trends and allocating to U.S. Treasury bills during periods when eligible segments are in a downtrend.

• Broad Global Exposure: Evaluates a broad, diverse fixed income universe that includes (but is not limited to) U.S. government securities, U.S. investment-grade bonds, high-yield bonds, residential and commercial mortgage-backed securities, emerging market government bonds (‘sovereign debt’), and other fixed income securities.

CFIT joins Cambria’s growing lineup of 16 ETFs with over $2.6 billion in assets under management.

About Cambria

Cambria Investment Management, LP (“Cambria” or the “Company”) is a registered investment advisor that was formed in 2006. Cambria is an independent, privately owned investment advisory firm focused on quantitative asset management and alternative investments. The Company’s mission is to preserve and grow capital by producing above-average absolute returns with low correlation to traditional assets and manageable risk. Cambria investment portfolios and ETFs cover equity-focused strategies, global asset allocation, tail risk, hedged equity, and thematic strategies. The firm manages 18 different ETFs and has over $2.6 billion in assets under management as of 02/28/2025: Cambria Shareholder Yield ETF (SYLD), Cambria Foreign Shareholder Yield ETF (FYLD), Cambria Global Value ETF (GVAL), Cambria Global Momentum ETF (GMOM), Cambria Global Asset Allocation ETF (GAA), Cambria Emerging Shareholder Yield ETF (EYLD), Cambria Value and Momentum ETF (VAMO) , Cambria Tail Risk ETF (TAIL), Cambria Trinity ETF (TRTY), Cambria Cannabis ETF (TOKE), Cambria Global Real Estate ETF (BLDG), Cambria Micro and Small Cap Shareholder Yield ETF (MYLD), Cambria Tactical Yield ETF (TYLD), Cambria Chesapeake Pure Trend ETF (MFUT), Cambria Large Cap Shareholder Yield ETF (LYLD), Cambria Tax Aware ETF (TAX), and Cambria Fixed Income Trend ETF (CFIT).

To determine if the Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or visiting our website at www.cambriafunds.com. Read the prospectus carefully before investing or sending money.

SYLD, FYLD, EYLD, MYLD, LYLD, TYLD, TAIL, VAMO, GMOM, TRTY, GAA, BLDG, TOKE, GVAL, TAX and CFIT are distributed by ALPS Distributors, Inc., 1290 Broadway, Suite 1000, Denver, CO 80203. MFUT is distributed by Foreside Fund Services, LLC. ALPS, Foreside, and Cambria are not related.

Investing involves risk, including potential loss of capital.

There is no guarantee that the Fund will achieve its investment goal. Investing involves risk, including the possible loss of principal. Bonds and bond funds are subject to interest rate risk and will decline in value and interest rates rise. High yield bonds involve greater risk of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments. International investing may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Emerging markers involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Investments in smaller companies typically exhibit higher volatility. The Fund is not diversified.

The Fund is actively managed using proprietary investment strategies and processes. There can be no guarantee that these strategies and processes will produce the intended results and no guarantee that the Fund will achieve its investment objective. This could result in the Fund’s underperformance compared to other funds with similar investment objectives.

There is no guarantee dividends will be paid. Diversification may not protect against market loss.

There are special risks associated with margin investing. As with stocks, you may be called upon to deposit additional cash or securities if your account equity declines.

Treasury Inflation-Protected Securities: Marketable Treasury securities whose principal is adjusted for inflation and interest payments are based on the adjusted principal.

Intermediate Term Investment Grade Bonds: Corporate bonds with maturities generally in the 4-10 year range with credit ratings (usually BBB/Baa or higher) that indicate low to moderate default risk.

Residential Mortgage-Backed Securities: Fixed income securities backed by pools of residential mortgages.

Commercial Mortgage-Backed Securities: Fixed income securities backed by pools of commercial real estate mortgages.

Convertible Securities: Commonly a bond or stock that can be converted into a different security, generally shares of a company’s common stock.

Preferred Securities: Securities that combine features of both stocks and bonds, can potentially offer higher yields than common stock or corporate bonds, can have long or perpetual maturity dates, may be structured with call features (issuer has right to redeem after a predetermined amount of time), and are subordinated (rank lower) to bonds, but rank higher than common equity in the corporate capital structure.

Private Credit: Instruments issued by non-bank institutions, sometimes referred to as ‘direct lending.’

Foreign Developed Government Bonds: Bonds issues by non-U.S., developed country governments.

Emerging Market Government Bonds: Bonds issued by developing country governments.

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Contacts

Tyler Bradford
Hewes Communications
Office: 212-207-9454
tyler@hewescomm.com