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Management of the Funds

Investment Adviser

Centre Asset Management, LLC is a fundamentally-driven specialist active asset manager and began operating in 2006. Centre Asset Management manages differentiated products in fund advisory and sub-advisory mandates in institutional and investor share classes, accessible in multiple jurisdictions and currencies.

Our aim at Centre Asset Management is to deliver strong, long-term performance results for investors through an exceptional focus on producing returns and managing risk and downside volatility in select investment strategies within truly active, high conviction, disciplined, and research intensive processes. We want investors to associate Centre Asset Management with focused, differentiated fund strategies that may not be available elsewhere and are tactical, pragmatic, and opportunistic.

Our approach to fundamental security selection is rooted in our differentiated Economic Value Added (EVA) based investment analysis which is the competitive edge that yields a more accurate picture of intrinsic value; what we call “Investment Research through a Different Prism”. Our experience within a disciplined economic profit framework focuses on the fundamentals of wealth creation/wealth destruction akin to the way a traditional, long-term focused corporate investor looking at all aspects of the business (operating condition, risk profile and valuation) would assess it. Many of the analytical foundations in our investment approach have been articulated in books and papers written or contributed to by Centre's founder, James Abate, some of which were adopted by the CFA Institute® candidate study programs. In the shorter-term, market excursions from reality of corporate managements' ability to create or destroy wealth during a company's profit cycle provide investable opportunities. Our approach intends to capture excess returns once the stock mispricing converges with the company's true intrinsic value over time.

ALPS Distributors, Inc. is not affiliated with Centre Asset Management, LLC or any other referenced entity.

For more information visit: 

www.centreasset.com

Portfolio Management

Board of Trustees

1 The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see https://www.lipperfundawards.com.

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For Centre Funds services
please contact:

Email: [email protected]
Phone: 1-855-298-4236

For Centre Asset Management, LLC
please contact:

Centre Asset Management, LLC
48 Wall Street, Suite 1100
New York, NY 10005

www.centreasset.com
E-mail: [email protected]
Phone: 212-918-4705

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