Newgate Capital Management LLC is the investment advisor to the Newgate Funds.

Investment Objective
The Newgate Global Resources Fund seeks long-term growth of capital plus protection against inflation and declining U.S. dollar by investing in high-quality companies involved in the production, extraction, processing, distribution and transportation of natural resources of any kind. The Global Resources Fund will also invest in companies whose businesses are integral to the operation and expansion of natural resource production.

Investment Process
Top-down global approach to sector and industry allocation, combined with a bottom-up style of stock selection.

The investment process begins with a top-down, global economic assessment to identify undervalued natural resources and commodity related sectors. Newgate uses fundamental analysis, investment experience and professional judgment to evaluate the impact of current geopolitical and macroeconomic factors on natural resource companies worldwide.

Newgate uses both quantitative and fundamental analyses for security selection. A rigorous, bottom-up approach focuses on a combination of relative valuation analysis and strategic business evaluation. In addition to attractive price levels, Newgate focuses on large and medium capitalization companies with dominant market share, a high degree of financial transparency and good corporate governance.

For more information or to download a prospectus or application visit the Downloads page by clicking here.
 
 
DISCLAIMER: The Newgate Global Resources Fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater for emerging markets. Because the Global Resources Fund’s investments are concentrated in the natural resources industry, the value of its investments will be affected by factors related to that industry and may fluctuate more widely than that of a fund that invests in a broad range of industries. The Fund may invest in derivative instruments, including options, futures contracts and options on futures contracts, synthetic instruments and currency swaps. The Fund may invest in companies of any size. The Fund invests in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The fund may invest in other investment companies, and the cost of investing in the Fund will generally be higher than the cost of investing directly in the shares of the mutual funds in which it invests. By investing in the Fund, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. The fund also invests in ETFs. They are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a discount to its net asset value (“NAV”), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact the Fund’s ability to sell its shares.

The Newgate Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Newgate Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Newgate Capital Management LLC is the investment advisor to the Newgate Funds, which are distributed by Quasar Distributors, LLC. Please see Newgate’s Privacy Policy.
 
 
 
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