Dear Fellow Shareholders and Friends of Rondure Global Advisors: It is with heavy hearts and with thoughtful consideration that we inform you that the Rondure New World Fund (RNWOX/RNWIX) will be liquidated on October 18, 2024. To learn more, please click here.
Ms. Stein is the Head of Client Relations for Rondure Global Advisors. Her primary focus is to oversee Rondure’s client relations with the goal of providing exceptional client service while continuing to build Rondure as a woman-owned and women-led investment adviser.
Prior to joining Rondure, Sunshine spent 15 years with Frontier Global Partners, beginning in 2007 as a partner with responsibilities spanning client relations, communications, and operations. She served as Chief Operating Officer from 2008 and 2018 where she oversaw all non-investment operations of the firm. In 2018, she became the firm’s Chief Marketing Officer where she managed its marketing, client relations and business development efforts. Ms. Stein began her career in public relations and event operations where she developed a passion for building long-term relationships and connecting people with common goals.
Ms. Stein holds a B.A. from Hamilton College and earned a certificate in General Management from the UCLA Anderson School of Business Executive Program.
Sunshine grew up in Northern California but also considers New England her home. She’s a certified yoga instructor and an avid sport fan. She also loves to travel, balancing her time between adventures with friends and family and solo weekends away to connect with nature.
Sunshine Stein is a Registered Representative of ACA Foreside.
Investors should consider the investment objectives, risks, and charges and expenses of the Fund(s) before investing. The prospectus contains this and other information about the Fund(s) and should be read carefully before investing. The prospectus may be obtained at 1-855-775-3337 or rondureglobal@utlimusfundsolutions.com
©2024 Rondure Global Advisors, LLC. All rights reserved.
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.