NetworkยทVenture Capital
๐ NEW YORK, NY
SEC CRD #801-113015
Medalist Partners Funds - Medalist Partners, L.P. Skip to content Menu Medalist Partners Funds Capital Gains Dis tribu tion Announcement: The Medalist Partners MBS Total Return Fund and the Medalist Partners Short Duration Fund will not have capital gains distributions at the end of the 2025 calendar year An opportunistic fixed income strategy designed to provide low correlation to core fixed income while offering current yield, low interest rate sensitivity and limited downside volatility. LEARN MORE An ultrashort fixed income strategy offering low correlation to short and core fixed income, with current yield, low interest rate sensitivity, and seeking to limit downside volatility. LEARN MORE Please read and consider the prospectus carefully before investing. To obtain a hardcopy of the prospectus, please call 855-736-7799 . Mutual fund investing involves risk. Principal loss is possible. Investment performance reflects fee waivers in effect. In the absence of such waivers, total return would be reduced. The Medalist Partners MBS Total Return Fund and the Medalist Partners Short Duration Fund invest in debt securities: As interest rates rise, the value of debt securities decrease; whereas prepayment risk tends to occur during periods of declining interest rates. This risk is usually greater for longer-term debt securities. Recent turbulence in the financial markets and reduced liquidity in credit and fixed-income market may have an adverse effect on the Fund. Investments in
ERICKA IACHELLO
CHIEF COMPLIANCE OFFICER
๐ (212) 493-4477
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AUM
$2.4B
Location
NEW YORK, NY
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