Changebridge Capital, LLC (“Changebridge Capital”) publishes content on LinkedIn and Twitter is not an offer to sell or a solicitation of an offer to buy shares of any Changebridge Capital investment product, including the Changebridge Funds. All content that we publish on these platforms are for entertainment, educational and informational purposes only. We don’t provide any sort of investment advice or recommendations to invest in any investment product on social media, or anywhere else, for that matter.
That said, please do not publish or send us any personal or confidential information via our social media platforms, especially not your account information, security questions or personally identifying information. For account specific questions, please contact us at (617) 717-2910.
Comments on all of our social media platforms are moderated and reviewed for regulatory reasons. We reserve the right to remove or delete any comments, for any reason, including but not limited to: spam; harsh language; promotions for any type of business; messages that are not relevant to Changebridge Capital; the Changebridge Funds’ shareholders or audiences; testimonials; recommendations about specific securities or products; or investment advice.
Changebridge Capital is not affiliated with any of these social media platforms, nor are we responsible for the privacy policies of any social media network on which Changebridge Capital or the Changebridge Funds content is displayed. Comments posted by others on our social media pages are not adopted or endorsed by the Changebridge Funds or Changebridge Capital and don’t reflect the views of Changebridge Capital or its employees. We reserve the right to change our terms of social media use and comment moderation policies at any time.
You should consider the fund’s investment objectives, risks, changes and expenses carefully before investing. A statutory and summary prospectus with this and other information is available on the changebridgefunds.com website. Please read the prospectus carefully before investing.
Investing involves risk. Principal loss is possible. Changebridge Capital Sustainable Equity ETF (CBSE) and Changebridge Capital Long/Short Equity ETF (CBLS) (collectively the “Funds”) are ETFs, and as an ETF, the Funds may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Market Returns are based upon the midpoint of the bid/ask spread at 4:00 p.m. Eastern Time, when the NAV is normally calculated for ETFs. Your return may differ if you trade shares at other times. The equity securities held in the Funds’ portfolio may experience sudden, unpredictable drops in value or long periods of decline in value. This may occur because of factors that affect securities markets generally or factors affecting specific issuers, industries, or sectors in which the Funds invest. The Funds are considered to be non-diversified, which means that they may invest more of their assets in the securities of a single issuer or a smaller number of issuers than if they were diversified funds. As a result, the Funds may be more exposed to the risks associated with and developments affecting an individual issuer or a smaller number of issuers than funds that invest more widely. This may increase the Funds’ volatility and cause the performance of a relatively smaller number of issuers to have a greater impact on Fund performance.
Applying ESG criteria to the investment process may exclude securities of certain issuers for non-investment reasons and therefore the Funds may forgo some market opportunities available to funds that do not use ESG criteria.
Short selling is an investment strategy utilized in CBLS, which involves the sale of securities borrowed from a third-party. The short seller profits if the borrowed security’s price declines. If a shorted security increases in value, a higher price must be paid to buy the stock back to cover the short sale, resulting in a loss. CBLS may incur expenses related to short selling, including compensation, interest or dividends, and transaction costs payable to the security lender, whether the price of the shorted security increases or decreases. The amount CBLS could lose on a short sale is theoretically unlimited. Short selling also involves counterparty risk – the risk associated with the third-party ceasing operations or failing to sell the security back.
The Changebridge ETFs are distributed by Vigilant Distributors, LLC.