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AN EVENT-DRIVEN FUND FOCUSED ON
HARNESSING THE POWER OF CORPORATE CHANGE.

AN EVENT-DRIVEN MUTUAL FUND FOCUSED ON 
HARNESSING THE POWER OF CORPORATE CHANGE.

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POP THE HOOD

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NEWS + VIEWS

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800.869.1679  •  info@camelotportfolios.com

8000 Town Centre Drive • Suite 400 • Broadview Heights OH 44147

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MEET THE FUND ADVISOR

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. The Morningstar Rating for funds, or “star rating”, is calculated for investment funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics.

 

RISK CONSIDERATIONS Any reader of the above information should not interpret it as investment advice. All investments bear a risk of loss, including the loss of principal that the investor should be prepared to bear. The use of any chart or graph in the attached is not intended to be viewed as a singular aid in determining investment strategy. Such visual aids are instead intended as a complement to other data, and like such other data, should be considered in light of consultations with professional investment tax and legal advisors. Past performance may not be indicative of future results. No current or prospective client should assume that the future performance of any specific investment, investment strategy (including investments and/or investment strategies recommended by the adviser), or fund performance will be equal to past performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.


Mutual fund investing involves risk. Such risks associated with the Camelot Event-Driven Fund include but is not limited to Merger Arbitrage Risk, Capital Structure Arbitrage Risk, Distressed Securities Risk, Debt Instruments Risk, Interest Rate Risk, Structured Note Investment Risk, Proxy Fight Risk, Short Selling Risk, Management Risk, Foreign Securities Risk, Derivative Investments Risks (Including Futures, Options, and Swaps), Counter Party Risk, Special Situations Risk, Initial Public Offering (“IPO”) Risk, Liquidity Risk, Limited History of Operations Risk, and Portfolio Turnover. Activist Investment Risk: a proxy fight may not be concluded successfully, or the increase in value anticipated through the change of control may not materialize, in which case losses may be realized. The Camelot Event-Driven Fund is Distributed by Arbor Court Capital, LLC member FINRA/SIPC.


Investors should carefully consider the investment objectives, risks, charges, and expenses of the Fund. This and other important information can be found in the prospectus. The prospectus, which can be found HERE, should be read carefully before investing.

 

CF161

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