- Past performance is not a guarantee of future results.
- All results shown are for illustrative purposes only.
- Performance numbers represent time-weighted rates of return, which
include realized and unrealized capital gains and losses plus income.
- Returns for periods in excess of 1 year are annualized.
- All returns shown are gross of fees.
- Client returns will be reduced by advisory and other fees; adviser fees are disclosed in Form ADV.
- Periods more than one year are annualized.
- Do not rely on these numbers for tax, trading, income or other purposes not explicitly stated herein.
- Before investing in any fund or with any manager, investors should
carefully consider the investment objectives, risks, charges and