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DISCLAIMER (U.S.)Last updated 13th March 2018
This website is issued and approved by Lofoten Asset Management Limited (LAM), authorised and regulated by the Financial Conduct Authority (“FCA”) in the United Kingdom with registration number 501341. LAM is also a registered investment adviser with the Securities and Exchange Commission of the United States.
When accessing any information or material made available on this website you accept and agree to comply with the terms and conditions as set out below.
No Solicitation
The information on this website is provided to you for informational purposes only. It should not be regarded as an offer or solicitation of an offer to buy or sell any investments or related services that may be referenced on this website.
Accredited Investor and Qualified Purchaser Status
Any information or materials contained on this website are only directed at professional investors or/and US persons (as defined in Regulation S under the U.S. Securities Act of 1933, as amended (“Securities Act”) who are “accredited investors” as defined in Regulation D under the Securities Act and “qualified purchasers” as used in Section 3(c)(7) of the U.S. Investment Company Act of 1940, as amended.
Risk Warning
Investors should consider carefully all specific risks of the products described in this website carefully prior to making an investment. Some general risks to consider include: Past performance of an investment is not a guide to any future performance; the value of investments and any income generated may go down as well as up and is not guaranteed; changes in exchange rates may have an adverse effect on the value, price or income of investments.
Some funds e.g. investment trusts have the ability to borrow money in order to make further investments. This is known as “gearing” and can improve returns of an investment in rising markets but can reduce returns in falling markets. Shares in investment trusts can fluctuate in accordance with demand and supply and may not reflect the underlying net asset value of the shares. Depending on market conditions, the spread between a purchase and sale price can vary widely.
Nothing in this site constitutes any investment, legal, tax and other advice and it is not to be relied upon in making any investment decision. If you are unsure about the meaning of any information in this website you should consult your financial or other professional adviser.
Accuracy of Information
The content of this site is based upon sources of information believed to be reliable, however, save to the extent required by applicable law or regulations, no guarantee, warranty or representation (express or implied) is given to its accuracy or completeness. No responsibility or liability can be accepted for any errors or omissions or for any loss resulting from the use of any materials contained in this site. LAM reserves the right to amend, alter or withdraw any of the information in the site at any time without notice. No liability is accepted for such changes or for pages not being available at all times.
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This website may contain links to other websites maintained by third parties over whom LAM has no control. LAM and its employees take no responsibility for approving, screening or reviewing the contents of the linked websites and should not be regarded as an endorsement of the service or the site. LAM makes no representations as to the accuracy, legality or any other aspect of information contained in the linked or other websites. You use such links at your own risk.
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Institutional Investors & Consultants – United Kingdom
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Information contained on this Web site is not intended for investors in any jurisdiction in which distribution of the information or purchase is not authorized or permitted.
This communication is approved by Lofoten Asset Management Limited which is authorised and regulated by the Financial Conduct Authority. Any investments or investment services mentioned on this communication are not intended for retail customers. Consequently, this communication is only made available to professional investors and eligible counterparties and should not be relied upon by any person that does not possess professional experience in relation to investments. If you are in any doubt as to whether you possess suitable experience in relation to investing
please consult your financial adviser. Under no circumstances should this document be forwarded to anyone in the United Kingdom who is not a professional client or eligible counterparty as defined by the FCA.
With investment, your capital is at risk and the value of an investment and the income from it can go up as well as down, it may be affected by exchange rate variations and you may not get back the amount invested. Past performance is not necessarily a guide to future performance and where past performance is quoted gross then investment management charges as well as transaction charges should be taken into consideration, as these will affect your returns.
Any tax allowances or thresholds mentioned are based on personal circumstances and current legislation, which is subject to change.
We do not represent that this information, including any third party information, is accurate or complete and it should not be relied upon as such. Opinions expressed herein reflect the opinion of Lofoten Asset Management Limited and are subject to change without notice. No part of this document may be reproduced in any manner without the written permission of Lofoten Asset Management Limited; however recipients may pass on this document but only to others falling within this category. This information should be read in conjunction with the relevant fund documentation which may include the fund’s prospectus, simplified prospectus or supplement documentation and if you are unsure if any of the products and portfolios featured are the right choice for you, please seek independent financial advice provided by regulated third parties.
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Lofoten is the sub-adviser to the UCITS fund which is managed by E.I. Sturdza Strategic Management Limited.
The Fund employs a discount to intrinsic value approach aimed to identify attractive quality companies. The result of this process is a high conviction portfolio of 25-35 names with a large cap bias.
For more information please click here