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- The information contained in this website has been prepared for informational purposes only. It is not an offer to sell, or the solicitation of an offer to buy, interests in any investment vehicle or to provide investment advisory services. All material presented is compiled from sources believed to be reliable and current, but the accuracy thereof cannot be guaranteed.
- Individual client accounts are affected by risks that include, without limitation market risks, management risks, equity risks, risks of investments in foreign securities, non-diversification, risks of investments in companies with small market capitalization, and other risks. Investment return and principal value of an investment will fluctuate, and the value of an investment may be more or less than their original cost at any time.
- Specific securities mentioned are provided for informational purposes only and should not be deemed as a recommendation to buy or sell the securities. Holdings are subject to change at any time.
- Any specific securities identified on the site do not represent all of the securities purchased, sold, or recommended and it should not be assumed that investments in the securities identified and discussed were or will be profitable. The representative securities were selected based on objective, nonperformance criteria (represents shareholder activism) with no reference to amount of profits or losses, realized or unrealized of any specific security.