Ken Xuan is a Portfolio Manager at the Sub-Advisor, and the Head
of Data Science at Fundstrat Global Advisors, where he maintains and optimizes the firm’s
proprietary portfolio and quant models for constructing portfolios and selecting stocks.
He is also responsible for all data-related tasks, including identifying
relevant alternative data sources, maintaining and updating the database, and automating
reports.
Before joining Fundstrat Global Advisors in 2017, he worked at West
Monroe Partners
and Chinese EV manufacturer BYD Motors Inc. Ken holds B.S. degrees in Management and
Economics from Purdue University and an M.S. degree in Operations Research from Columbia
University. He is a CFA® charter holder and an FRM-Certified Professional.
Steve is the Managing Member of Fundstrat Capital LLC. An
experienced finance professional and an entrepreneur with a strong background in asset
management, Steve co-founded VelocityShares, growing the firm to over $2 billion in AUM
before selling it to Janus Henderson, where he further expanded the ETF business to $6.5
billion in AUM.
He spent nearly a decade at JPMorgan, leading initiatives in the
telecom,
internet, and media sectors and working as the wireless sector specialist under Tom Lee.
Steve holds a B.S. from Fordham University and an MBA from New York University.
Our affiliate, Fundstrat Global Advisors, leverages over a century of Wall Street experience to deliver an evidence-based, consensus-agnostic perspective proven to help institutions, RIAs, and individual investors navigate financial markets.
BEFORE INVESTING YOU SHOULD CAREFULLY CONSIDER THE FUND’S INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES. THIS AND OTHER INFORMATION IS IN THE PROSPECTUS, A COPY OF WHICH MAY BE OBTAINED FROM https://grannyshots.com. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE YOU INVEST.
The principal risks of investing in the Fund are summarized below. As with any investment, there is a risk that you could lose all or a portion of your investment in the Fund. Some or all of these risks may adversely affect the Fund's net asset value per share ("NAV"), trading price, yield, total return, and/or ability to meet its investment objective. For more information about the risks of investing in the Fund, see the section in the Fund's Prospectus titled "Additional Information About the Fund-Principal Risks of Investing in the Fund."
Equity Market Risk. Common stocks are generally exposed to greater risk than other types of securities, such as preferred stock and debt obligations, because common stockholders generally have inferior rights to receive payment from specific issuers.
Models and Data Risk. The composition of the Fund's portfolio is heavily dependent on investment models developed by the Sub-Adviser as well as information and data supplied by third parties ("Models and Data"). When Models and Data prove to be incorrect or incomplete, any decisions made in reliance thereon may lead to the inclusion or exclusion of securities from the Fund's portfolio that would have been excluded or included had the Models and Data been correct and complete.
Operational Risk. The Fund is subject to risks arising from various operational factors, including, but not limited to, human error, processing and communication errors,errors of the Fund's service providers, counter parties or other third-parties, failed or inadequate processes and technology or systems failures. The Fund relies on third-parties for a range of services, including custody.
New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions.
Foreside Fund Services, LLC distributor.
