Cambria Fund Profile Series – Cambria Shareholder Yield ETFs (SYLD) (FYLD) (EYLD)

26 minutes

In today’s episode of the Cambria Fund Profile Series, Meb discusses Cambria’s shareholder yield ETFs, US focused Cambria Shareholder Yield ETF (SYLD), international developed market focused Cambria Foreign Shareholder Yield ETF (FYLD), and international emerging market focused Cambria Emerging Shareholder Yield ETF (EYLD).

Meb walks through details of what shareholder yield really is, from dividends to buybacks, to explain why it is a more comprehensive measure of yield than dividends alone.

He offers a passage from Warren Buffett’s 1984 letter to shareholders discussing the benefit of buybacks when companies are in good financial position and their shares are trading below intrinsic value. He then covers Cambria’s three funds in more detail, laying out some quantitative metrics of the funds relative to their respective Morningstar categories.

As the episode winds down, Meb walks through the portfolio construction process of the shareholder yield ETFs.

More episodes from The Meb Faber Show

#363 – Rick Bookstaber, Fabric – Risk Is The Other Side Of The Coin From Opportunity

In episode 363, we welcome our guest, Rick Bookstaber, co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors.

 

In today’s …

The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

The Best Investment Writing Volume 5: Amie Ko, Research Affiliates - A Quick Survey of "Broken" Asset Classes

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …

How you can listen to this podcast

You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.

Recommended apps
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56