Investing involves risk, including possible loss of principal. The potential loss from a short sale is theoretically unlimited since the appreciation of the underlying asset also is theoretically unlimited. Foreign investment entails additional risk from adverse changes in currency exchange rates, tax regulation, and potential market instability. Frequent trading by the Fund may reduce returns and increase the number of taxable transactions. Concentration of its portfolio in relatively few issuers may make the Fund more volatile than a diversified fund.
You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, or summary prospectus, that contains this and other information about the Funds, call 1-888-736-1227. Please read the prospectus or summary prospectus carefully before investing.
US Investment Grade Debt is represented by the Barclays Aggregate Bond Index; US High Yield Debt is represented by the Barclays US Corporate High Yield Index; International Investment Grade Debt is represented by the Barclays Global Aggregate Index; Large Cap Equities are represented by the S&P 500 Index; Small Cap Equities are represented by the Russell 2000 Index; International Equities are represented by the MSCI EAFE Index and Long/Short Equity is represented by the Credit Suisse Long/Short Equity Hedge Fund Index.
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The views expressed are those of the authors at the time created. These views are subject to change at any time based on market and other conditions, and 361 Capital disclaims any responsibility to update such views. No forecasts can be guaranteed. These views may not be relied upon as investment advice or as an indication of trading intent on behalf of any 361 Capital portfolio.
This 361 Capital article is not intended to provide investment advice. This paper should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by 361 Capital or any third-party. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your legal or tax professional regarding your specific situation.
Data and other materials appearing that are provided by third-parties are believed by 361 Capital to be obtained from reliable sources, but 361 Capital cannot guarantee and is not responsible for their accuracy, timeliness, completeness, or suitability for use.
The 361 Funds are distributed by IMST Distributors, LLC.