Information on this website is provided by Blue Sky Asset Management, LLC (“BSAM”) with all rights reserved, has been prepared for informational purposes only and is not an offer to buy or sell any security, product or other financial instrument. Past performance is not necessarily a guide to future performance. All investments and strategies have risk, including loss of principal.
BSAM and its affiliates do not render advice on legal, tax or accounting matters to clients. This material was not intended or written to be used, and cannot be used or relied upon by any recipient, for any purpose, including the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws.
The author(s) of any blogs or articles are principally responsible for their preparation and are expressing their own opinions and viewpoints, which are subject to change without notice and may differ from the view or opinions of others at BSAM or its affiliates. Any conclusions presented are speculative and are not intended to predict the future or performance of any specific investment strategy. This material is based on publicly available data as of the publication date and largely dependent on third party research and information which we do not independently verify. One cannot use any graphs or charts, by themselves, to make an informed investment decision. Estimates or targets of future performance are based on assumptions that may not be realized and actual events may differ from events assumed. 5 year target goal represents the 5 year total return of the benchmark plus the 5 year total excess return target during the period, net of management fees. Investment advisory fees charged by your advisor are not taken into account. Return targets assume reinvested earnings. Volatility is measured by standard deviation. Max Loss represents peak to valley portfolio loss. Benchmark indices are presented for illustrative purposes only and do not account for deduction of fees and expenses incurred by investors. The strategies discussed herein may not be suitable for all investors. We urge you to talk with your investment adviser prior to making any investment decisions. Any reprinted material is done with permission of the owner.