The information is for illustrative purposes only, and provided per your request. Past performance is no indication of future results. The information presented may be based, in part, on certain assumptions. No representation or warranty is made as to the reasonableness of these assumptions. Due to active management, the portfolio characteristics and analytical information may or may not be reflective of current sector, currency, and geographic allocations. Sector, currency, and geographic allocations are subject to change.
All investments involve risk, including possible loss of principal. Foreign securities generally pose greater risks than domestic securities, including greater price fluctuations and higher transaction costs. Foreign investments also may be affected by changes in currency rates or currency controls. With respect to certain foreign countries there is a possibility of naturalization, expropriation or confiscatory taxation, imposition of withholding or other taxes and political or social instability that could affect investments in those countries. These risks can be greater in the case of emerging country securities.
The material may contain forward-or backward-looking statements regarding intent or beliefs on current or past expectations. Readers are cautioned that such statements are not a guarantee of future performance, involve risks and uncertainties, and actual results may differ materially from those statements as a result of various factors. The views expressed are also subject to change based on market and other conditions. Furthermore, the opinions expressed do not constitute investment advice or recommendation by R Squared Capital Management, L.P. (“R Squared”).
All material mentioned here, unless specifically indicated otherwise, is under copyright to R Squared. None of the material, nor its content, nor any copy of it, may be altered in any way, transmitted to, copied, or distributed to any other party, without the prior express written permission of R Squared.
A significant portion of the information used by R Squared is received from external sources and has been adapted for use in R Squared’s analytical and risk management systems framework. This report has been created using information believed to be reliable but we do not warrant its accuracy or completeness. While every effort is made to insure the validity of the information received, R Squared cannot be responsible for any inaccuracies that may occur.