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LAUNCH ALERT:
Towpath Technology Fund

NEWS & INSIGHTS  |  JANUARY 2, 2021

Launch Alert: Towpath Technology Fund
January 2, 2021  |  by David Snowball, Publisher and Co-Founder of Mutual Fund Observer

An article about Towpath Technology Fund appeared in Mutual Fund Observer’s January 2021 edition.  In the note to newsletter subscribers, the publisher wrote:
 

  • On December 31, 2020, Oelschlager Investments launched the Towpath Technology Fund.

  • The fund will be managed by Mark Oelschlager. This strategy is the same one the manager used at Red Oak Technology Select.

  • Mr. Oelschlager was the sole manager of Red Oak Technology Select (ROGSX) for 13 years, from April 2006 - January 2019; he also managed Pin Oak Equity Fund (POGSX), initially as co-manager then as sole manager from June 2006 - January 2019. In sum, he was responsbile for several hundred million dollars in assets.

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IMPORTANT INFORMATION
Mark Oelschlager previously served as the sole portfolio manager for over 12 years for the mutual fund, Red Oak Technology Select; Red Oak Technology Select Fund had substantially similar objectives and strategies as currently used to manage Towpath Technology Fund. Mr. Oelschlager was the sole manager for the Prior Fund from April 7, 2006 to January 16, 2019. The Prior Fund’s past performance is not necessarily an indication of how the Towpath Technology Fund will perform in the future. This article is not intended as a recommendation to buy, sell or hold the Prior Fund.

Mark Oelschlager previously served as the sole portfolio manager for over 12 years for the mutual fund, Pin Oak Equity Fund (referred to as “Prior Fund” in 2020 Towpath Focus Fund Prospectus); Pin Oak Equity Fund had substantially similar objectives and strategies as currently used to manage Towpath Focus Fund. Mr. Oelschlager was the sole manager for the Prior Fund from June 9, 2006 to January 16, 2019. Information about the Prior Fund’s performance and rankings relative to its peers can be found in the current prospectus for the Towpath Focus Fund.
The Prior Fund’s past performance is not necessarily an indication of how the Towpath Focus Fund will perform in the future. This article is not intended as a recommendation to buy, sell or hold the Prior Fund.
 

Past Performance Does Not Guarantee Future Results. There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal.

An investor should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. This and other important information about the investment company can be found in the Fund’s prospectus and summary prospectus. To obtain a prospectus or summary prospectus, call 877-593-8637. Please read the prospectus carefully before investing.

 

Towpath Focus Fund (TOWFX) and Towpath Technology Fund (TOWTX) are distributed by Foreside Financial Services, LLC.

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Note to Financial Advisors: Please contact your custodian/broker dealer to request that TOWFX and TOWTX be added to your broker dealer’s platform.  Advisor demand is necessary for Towpath Focus Fund and Towpath Technology Fund to be considered for your platform. Please contact us with any questions.

 

IMPORTANT INFORMATION:

There can be no guarantee that any strategy (risk management or otherwise) will be successful.  All investing involves risk, including potential loss of principal. “Prior Fund” does not represent the performance of Towpath Focus Fund.

Equity Risk: Equity security values held by the Fund may fall due to general market and economic conditions, perceptions regarding the industries in which the issuers of the securities participate or other factors relating to the companies.  

 

Limited History of Operations: The Fund is a new mutual fund and has a limited history of operations for investors to evaluate. 

Management Risk: The Fund is an actively managed portfolio. The Adviser will apply investment techniques and risk analyses in making investment decisions for the Fund, but there can be no guarantee that the Fund will achieve its investment objective. The Adviser may select investments that do not perform as anticipated by the Adviser. The Fund could lose value or its investment results could lag relevant benchmarks or other funds with similar objectives.

An investor should carefully consider Towpath Focus Fund's (TOWFX) investment objectives, risks, charges and expenses before investing. This and other important information about Towpath Focus Fund can be found by downloading the Fund’s prospectus and summary prospectus. To obtain a hard copy of the prospectus, please call Shareholder Services at  877-593-8637. Please read the prospectus carefully before investing.

An investor should carefully consider Towpath Technology Fund'
s (TOWTX) investment objectives, risks, charges and expenses before investing. This and other important information about Towpath Technology Fund can be found by downloading the Fund’s prospectus and summary prospectus. To obtain a hard copy of the prospectus, please call Shareholder Services at  877-593-8637. Please read the prospectus carefully before investing. 

Towpath Focus Fund (TOWFX) and Towpath Technology Fund (TOWTX) are distributed by Foreside Financial Services, LLC.

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