Past performance is not a guarantee nor a reliable indicator of future results. As with any investment, there are risks. There is no assurance that any portfolio will achieve its investment objective.
Mutual funds involve risk, including possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund. This and other information is contained in the Fund’s prospectus, which can be obtained by calling 888.814.8180 and should be read carefully before investing.
The Easterly Funds are distributed by Ultimus Fund Distributors, LLC, member FINRA/SIPC. Easterly Funds, LLC, Easterly Investment Partners, LLC, Ranger Global Real Estate Advisors, LLC, FDX Capital LLC, EAB Investment Group, LLC and Orange Investment Advisors, LLC are not affiliated with Ultimus Fund Distributors, LLC.
Incorporating alternative investments into a portfolio presents the opportunity for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Asset allocation and diversification strategies do not ensure profit or protect against loss in declining markets.
Must be proceeded or accompanied by a prospectus.
Rankings are only one form of performance measurement.
Easterly Funds, LLC and Easterly Investment Partners, LLC both serve as the Advisors to the Easterly Fund family of mutual funds and related portfolios. Both Easterly Funds, LLC and Easterly Investment Partners, LLC are registered as investment advisers with the SEC. Please consider the charges, risks, expenses and investment objectives carefully before investing. Please see a prospectus, or if available, a summary prospectus containing this and other important information. Read it carefully before you invest or send money. Mutual Funds are distributed by Ultimus Fund Distributors, LLC, member FINRA/SIPC. Although Easterly Funds, LLC and Easterly Investment Partners, LLC are registered investment advisers, registration itself does not imply and should not be interpreted to imply any particular level of skill or training.
The views and opinions expressed herein are those of Easterly’s senior management and may change at any time without prior notification. This website contains information from sources we believe are reliable. However, we are not responsible for the for the accuracy of such information. The information contained on this website is not an offer or a solicitation of an offer to purchase or sell any securities mentioned herein.
The thoughts and opinions expressed in the article are solely those of the author. The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfolio.
16012765-UFD 11/21/2022
