IMPORTANT INFORMATION
This email has been provided in order to provide a high-level overview of Oakridge Management Group, LLC (“Oakridge”), certain of its operational and advisory programs and processes, and certain of its key personnel. The information contained herein is provided to you at your request solely for illustration and discussion purposes. It may not be relied on in any manner as legal, tax or investment advice and is not intended to be, nor should it be construed or used as, an offer to buy or sell or a solicitation of an offer to buy or sell any interests in any Funds (as defined below). This email is intended for use by Oakridge and its representatives with qualified prospective investors. This email is confidential, intended only for the person to whom it has been provided, and under no circumstance may be shown, transmitted or otherwise provided to any person other than the authorized recipient. While all information in this email is believed to be accurate, Oakridge makes no express warranty as to its completeness or accuracy and is not responsible for errors in the email. This email contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this email will come to pass. There is no guarantee that any of the securities or sectors discussed herein were, or will remain, in a portfolio. Investing in the stock market, real estate or private funds involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Past performance may not be indicative of future results, and the performance of a specific individual account may vary substantially from the foregoing general performance results. Therefore, no current or prospective client should assume that future performance will be profitable or equal the foregoing results. Furthermore, different types of investments and management styles involve varying degrees of risk, and there can be no assurance that any investment or investment style will be profitable.
Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events and/or results and the actual performance of the Funds, investments and/or the investments held by the Funds and/or its affiliates may differ materially from those reflected or contemplated in such forward-looking statements.
The information and opinions expressed herein are as of the date appearing in this material only, may not be complete, are subject to change without prior notice, and may not contain all material information regarding Oakridge and the Funds, including specific information relating to an investment in any of the Funds and related important risk disclosures. The descriptions herein of Oakridge and the Funds’ investment objectives or criteria, the characteristics of investments, investment process, or investment strategies and styles may not be fully indicative of any present or future investments, are not intended to reflect performance and may be changed in the discretion of Aligned. Aligned is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Aligned including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request
While the data contained herein has been prepared from information that Aligned believes to be reliable, Aligned does not warrant the accuracy or completeness of such information. Aligned expressly disclaims any representation or warranty regarding involvement in or responsibility for any forward-looking statements contained herein. Statements contained herein are made as of the date hereof unless stated otherwise, and the delivery of this email at any time shall not under any circumstances create an implication that the information contained herein is correct as of any time subsequent to such date.