Bristlecone Value Partners, LLC Today Announces a New Mutual Fund.The Bristlecone Fund represents a return to a pure, focused, unconstrained investment selection approach, with the freedom to go anywhere across market capitalization Market Capitalization A measure of a public company's size. Market capitalization is the total dollar value of all outstanding shares. It's calculated by multiplying the number of shares times the current market price. This term is often referred to as market cap. , geography, or industry group. LOS ANGELES Los Angeles (lôs ăn`jələs, lŏs, ăn`jəlēz'), city (1990 pop. 3,485,398), seat of Los Angeles co., S Calif.; inc. 1850. -- Bristlecone Value Partners today announced a new mutual fund, the Bristlecone Fund (ticker:BVPFX). The fund is suitable for individuals and advisors who are: * Truly long-term oriented (5 years or more); * Seeking a go anywhere, opportunistic, value manager; * Comfortable investing against the crowd and outside the style box. The Bristlecone Fund The Fund typically invests in common stocks, but may invest in other types of securities (debt instruments, preferred stock Stock shares that have preferential rights to dividends or to amounts distributable on liquidation, or to both, ahead of common shareholders. Preferred stock is given preference over common stock. Holders of preferred stock receive dividends at a fixed annual rate. , etc.). According to according to prep. 1. As stated or indicated by; on the authority of: according to historians. 2. In keeping with: according to instructions. 3. Jean-Luc Nouzille, co-portfolio manager of the fund, "The key differentiating idea behind this fund, supported by a growing amount of academic research, is that a pure, unconstrained approach to investing can lead to outperformance versus a process geared to fit neatly inside the ubiquitous style box. This fund is simply looking for Looking for In the context of general equities, this describing a buy interest in which a dealer is asked to offer stock, often involving a capital commitment. Antithesis of in touch with. the best investment opportunities available." David Fleer fleer intr.v. fleered, fleer·ing, fleers To smirk or laugh in contempt or derision. n. A taunting, scoffing, or derisive look or gibe. , co-portfolio manager, added: "In a market place crowded with look-alike mutual funds on one end, and hedge funds with high fees and high minimums on the other end, we wanted to provide investors with an accessible, low cost, shareholder-friendly, alternative that allows us potentially to take advantage of today's attractive investment opportunities." The portfolio management team co-invests alongside fund shareholders. Nouzille concludes: "We eat our own cooking." You should carefully consider the Fund's investment objectives, risks, charges and expenses before investing. To obtain a prospectus that contains this and other important information about the Fund, visit www.bristleconefund.com or call (877) 5BRISTLE bristle 1. the thick strong animal fibers collected at commercial abattoirs for use in brushes. 2. the sharp serrated awns of grass and some cereal seeds that confer a capacity to penetrate normal skin and mucosa and to cause ulcerative stomatitis, grass seed abscess and the like. or (877) 527-4785. Please read the prospectus carefully before investing. Mutual fund investing involves risk. Principal loss is possible. The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund Diversified Fund A type of investment fund that contains a wide array of securities and is adequately diversified. A mutual fund classified as a "diversified fund" will actively maintain a high level of diversification in its holdings, thus reducing the amount of risk in the fund, . Therefore, the Fund is more exposed to individual stock volatility than a diversified fund. The Fund invests in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The Fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. The fund may invest in debt securities, which typically decrease in value when interest rates rise. The risk is usually greater for longer-term securities. The Bristlecone Fund is distributed by Quasar Distributors, LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control ., and is currently available for purchase through US Bancorp Fund Services, Charles Schwab Charles Schwab can refer to:
About Bristlecone Value Partners The Bristlecone Fund is advised by Bristlecone Value Partners, LLC, an independent, employee-owned asset management firm offering investment advisory and sub-advisory services to high net worth individuals, mutual funds, and institutions. Based in Los Angeles, California, Bristlecone Value Partners was founded in 2004. For more information, please visit www.bristlecone-vp.com or call (877) 806-4141. |
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