Richer, Wiser, Happier 040: GO GLOBAL W/ LAURA GERITZ

07 February 2024

William Green chats with our founder, Laura Geritz, to make the case for allocating more money to undervalued stocks outside the US.

RWH040:

Listen: https://link.chtbl.com/RWH040
Watch: https://youtu.be/DpeW6KxIcQk
Transcript: https://buff.ly/47FQcBg

Disclosures:

The fund contains international securities that may provide the opportunity for greater return but also have special risks associated with foreign investing including fluctuations in currency, government regulation, differences in accounting standards and liquidity.

The thoughts and opinions expressed in the article are solely those of the author as of {January 20, 2024}. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio.

A Certified
Women-Owned Firm

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a prospectus for the Rondure Funds, which contains important information about risk factors and disclosures, or call 1.855.775.3337. Read the prospectus carefully before investing in the Rondure Funds.

IMPORTANT RISKS
Any investing, including in mutual funds, involves risks and loss of principal is possible. Investing in international or global funds, small- or micro-cap funds, or related strategies will be more volatile and the risk of principal loss could be greater than investing in domestic, large-cap or more diversified funds or strategies. Investing in foreign securities also entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus. Investments in emerging markets are subject to greater risk than investments in the United States or in foreign countries with more established economies and securities markets.

Rondure Funds are distributed by Northern Lights Distributors LLC. Member FINRA/SIPC.
Investment advisory services for the Rondure Funds and related separately managed accounts are provided by Rondure Global Advisors, LLC, a federally registered investment adviser. Northern Lights Distributors LLC is not affiliated with Rondure Global Advisors, LLC.

The adviser’s judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund’s performance and cause it to underperform relative to other funds with similar investment goals or relative to its benchmark, or not to achieve its investment goal.

Diversification does not ensure a profit or guarantee against loss.

Past performance is no guarantee of future results.

Value investing involves buying stocks that are out of favor and/or undervalued in comparison to their peers or their prospects for growth. Typically, their valuation levels are lower than those of growth stocks.

Grandeur Peak Global Advisors is an equity partner of Rondure and provides all back- and middle-office functions for Rondure via a shared services agreement. These services include operations, trading, compliance, IT and legal.