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INVESTOR INISGHT

NEWS & INSIGHTS  |  INVESTOR INSIGHT: MARK OELSCHLAGER

Investor Insight: Mark Oelschlager
October 30, 2020

 

Please click below to read an October 30, 2020 "Investor Insight" featuring Mark Oelschlager by industry veteran John Heins.

"How would you categorize risk levels in the market today?
MO:  The answer to that is more complicated than usual. Overall, investor sentiment is probably too ebullient, but that belies the opportunity that exists in certain parts of the market. The dispersion of valuations can get remarkably wide, and now is one of those times. It's Covid casualties versus Covid beneficiaries. It's growth versus value. So the risk levels in certain parts of the market to me are very high, and in others given the prices offered seem quite low. When you're in a period like this it tells me you want to focus even more than usual on valuation, and that's what I'm doing. You're getting paid more to make that bet."

 

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IMPORTANT INFORMATION CONCERNING THE VALUE INVESTORS INSIGHT OCTOBER 30, 2020 ARTICLE REPRINT

Towpath Focus Fund’s objective seeks to achieve long-term capital appreciation.

Mark Oelschlager previously served as the sole portfolio manager for over 12 years for the Pin Oak Equity Fund (“Prior Fund”) which had substantially similar objectives and strategies as currently used to manage Towpath Focus Fund. Mr. Oelschlager was the sole manager of 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 reprint is not intended as a recommendation to buy, sell, or hold the Prior Fund, nor the securities of any company discussed in the article. The reprint is intended solely to illustrate the depth of Mr. Oelschlager’s investment experience.

There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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 fail to select investments that do not perform as anticipated by the Adviser. The Fund could lose value or it investments results cold lag relevant benchmarks or other funds with similar objectives.

The Russell 3000 Index is a market-capitalization weighted index measuring the performance of the 3,000 largest U.S. companies based on total market capitalization. You cannot invest directly in an index. Unlike mutual funds, an index does not incur expenses. If expenses were deducted, the actual returns of an index would be lower.

The S&P 500 Index is a commonly recognized market capitalization weighted index of 500 widely held equity securities, designed to measure broad U.S. equity performance. You cannot invest directly in an index.

Dividend yield is a financial ratio that shows how much a company pays out in dividends each year relative to its stock price.

Earnings per share (EPS) is calculated as a company’s profit divided by the outstanding shares of its common stock.

Gross domestic product (GDP) is the sum total of all goods and services produced across an economy.

An initial public offering (IPO) refers to the process of offering shares of a private corporation to the public in a new stock issuance.

Market capitalization refers to how much a company is worth as determined by the stock market.

Net profit margin is the ratio of net profits to revenues for a company or business segment.

Operating profit margin measures how much profit a company makes on a dollar of sales after paying for variable costs of production, such as wages and raw materials, but before paying interest or tax. It is calculated by dividing a company’s operating by its net sales.

The price-to-earnings ratio (P/E ratio or P/E multiple) is the ratio for valuing a company that measures its current share price relative to its per-share earnings.

Forward P/E is a version of the ratio of price-to-earnings that uses forecasted earnings for the P/E calculation.

Revenue is the income generated from normal business operations.

Short float is defined as the percentage of shares in the market that are shorted in relation to all shares in a float.

The standard deviation is a statistic that measures the dispersion of a dataset relative to its mean and is calculated as the square root of the variance.

An investor should consider Towpath Focus 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) is distributed by Foreside Financial Services, LLC.

IMPORTANT INFORMATION CONCERNING THE VALUE INVESTORS INSIGHT OCTOBER 30, 2020 ARTICLE REPRINT

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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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