portfolio-lab.oriz.in Rf = 6.8% · G-Sec 10Y as of 2026-08-03

Assets › global-value

Cambria Global Value (GVAL)

Clears the 12% forward-return floor — eligible for optimizer by default.

Fwd expected return 13.0%
Annualised volatility 20.0%
Sleeve global-value

Risk notes

PUREST low-PE play: screens the cheapest COUNTRIES by CAPE, then cheapest stocks within them. ~106-129 holdings, P/E ~10-13, CAPE-driven. Deep-value = high dispersion; concentrated in frontier/EM (Czech, Poland, Colombia banks/utilities). Cheap for reasons — currency + political risk. India taxes as FOREIGN asset: 12.5% LTCG only if held >24 months, else slab. ER 0.59%.

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