Investment Approach

We are Thematic Investors looking to compound capital over the long term. Our investment history described as Early Insights into Long-Term Trends. Identifying these trends early is designed to place our portfolio in the Path of Societal Progress and allows us to look for and invest in Productivity Enhancers with broad distribution and high barriers to entry. Productivity enhancers improve our quality of life.

Market Risk & Manager Risk: An investment in the Fund is subject to fluctuations in value due to business and economic developments.  The Fund is subject to manager risk which is the risk of poor security selection or focus on securities in a particular sector, category, or group of companies that underperform relevant benchmarks or other funds with a similar investment objective.

Sector Risk: If the Fund’s portfolio is overweighted in a certain sector, any negative development affecting that sector will have a greater impact on the Fund than a fund that is not overweighted in that sector. For example, to the extent the Fund is overweighted in the technology sector or the health care sector, it will be affected by developments affecting the applicable sector. These sectors are subject to changing government regulations that may limit profits and restrict services offered. Companies in these sectors also may be significantly affected by intense competition. In addition, technology and health care products may be subject to rapid obsolescence.

For More Information About The Fund:
Including objectives, strategies, risks, charges and expenses, please obtain a copy of the Fund’s prospectus which is available by calling 1-888-456-9518 or can be downloaded from the How To Invest section of this site . Please read the prospectus carefully before you invest. The Fund is distributed by Ultimus Fund Distributors, LLC

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