The Fund

The Standpoint Multi-Asset Fund utilizes an all-weather approach to investment management. The goal of the Fund is to provide investors with stable returns in a wide range of potential economic conditions, specifically market conditions that have historically been difficult for traditional equity and bond portfolios. To achieve this, the Fund seeks diversification across geographic regions, independent asset classes, and complementary investment strategies.

Global Equities

Market-cap weighted equity positions with active risk management designed to deliver equity market exposure to developed countries.

Commodities & Currencies

Investments in commodities and currencies have the potential to add value to the portfolio during periods of inflation or deflation.

Fixed Income

Fixed income holdings seek to enhance returns and act as a risk reducer in a variety of market conditions.

Reasons to invest

  • Increased diversification

    An all-weather approach can diversify a portfolio against over-reliance on traditional equity and fixed income investments and prepare investors for a wide range of market environments.

  • Intelligently packaged

    The Multi-Asset Fund was developed with the investor top of mind; investing in a low fee, tax efficient, all-weather portfolio can enhance investor results.

  • A desired outcome

    An all-weather approach captures returns from multiple asset classes potentially allowing for low volatility returns that can help investors stay invested for the long term.

Standpoint Multi-Asset Fund

Fund Overview

The Standpoint Multi-Asset Fund diversifies across geographic regions, asset classes, and investment styles, using an all-weather approach with the goal of improving portfolio performance by seeking uncorrelated returns, minimizing declines, and adding global diversification.

Fund Characteristics

  • Capacity to invest in over 75 of the most liquid markets
  • Ability to go long or short certain markets and assets
  • Minimize taxes and trading costs
  • Exposure to markets in over 25 different countries

DIVERSIFICATION ACROSS 10+ SECTORS

  • Domestic and International Equities
  • Grains, Meats, and Soft Commodities
  • Metals and Energy
  • Global Currencies
  • International Bonds and Interest Rates
  • U.S. Treasuries and Investment Grade Fixed Income

Leadership Team

  • Photo of Eric Crittenden

    Eric Crittenden

    Chief Investment Officer, Portfolio Manager

    Eric has over 20 years of experience designing and managing investment strategies, with an expertise in systematic investing for mutual funds and hedge funds. Eric plays an active role in the firm’s research, portfolio management, product innovation, business strategy, and client facing activities.

  • Photo of Shawn Serikov

    Shawn Serikov

    Portfolio Manager

    Shawn is the lead developer and has programmed many of the key components of the investment strategies. With over 20 years of risk management and systematic investing experience, Shawn develops and maintains much of the technology behind the investment operations and software at Standpoint.

  • Photo of Tom Basso

    Tom Basso

    Chairman of the Board

    Tom brings over 40 years of money management experience to Standpoint as Chairman of the Board. He was the founder and CEO of Trendstat Capital, one of the largest commodities and currencies managers in the U.S. in the 80s and 90s. Tom’s successful career has been highlighted in The New Market Wizards by Jack Schwager.

Important Disclosures

Investors should carefully consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund, and it should be read carefully before investing. Investors may obtain a copy of the prospectus by calling (866) 738-1128 or clicking the link above.

The Standpoint Multi-Asset Fund is distributed by Ultimus Fund Distributors, LLC.

Investing in underlying investment companies, including money market funds and ETFs, exposes the Fund to the investment performance (positive or negative) and risks of the investment companies. ETFs are subject to additional risks, including the risk that an ETF’s shares may trade at a market price that is above or below its NAV. The Fund will indirectly bear a portion of the fees and expenses of the underlying fund in which it invests, which are in addition to the Fund’s own direct fees and expenses.

The successful use of futures contracts draws upon the Adviser’s skill and experience with respect to such instruments and are subject to special risk considerations. The primary risks associated with the use of futures contracts are (a) the imperfect correlation between the change in market value of the instruments held by the Fund and the price of the forward or futures contract; (b) possible lack of a liquid secondary market for a forward or futures contract and the resulting inability to close a forward or futures contract when desired; (c) losses caused by unanticipated market movements, which are potentially unlimited; (d) the Adviser’s inability to predict that the counterpart will default in the performance of its obligations; and (f) if the Fund insufficient cash, it may have to sell securities from its portfolio to meet daily variation margin requirements, and the Fund may have to sell securities at a time when it may be disadvantageous to do so.

Foreign investing involves risks not typically associated with U.S. investments, including adverse fluctuations in foreign currency values, adverse political, social and economic developments, less liquidity, greater volatility, less developed or less efficient trading markets, political instability, and differing auditing and legal standards.