RADY OPPORTUNISTIC VALUE FUND

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MUTUAL FUNDS

Fund Inception: October 23, 2009

Class A: ROVYX Class C: ROVCX Class I: ROVIX

SAI (Statement of Additional Information)

Purchasing Shares

Redeeming Shares

Fund Overview

The Rady Opportunistic Value Fund invests in publicly traded securities, primarily mid- to large-capitalization U.S. companies, and seeks to achieve positive and consistent returns while limiting exposure to general stock market downside risk.

Rady invests in "best of breed" dominant companies with profitable, sustainable business models:

Strong balance sheets
Trading at or near their 52-week lows
Exceptional management with proven track record
Minimal Goodwill
Quality earnings stream that is void of one time events (i.e. accounting gimmicks)
Asymmetric risk/reward profiles
Mid-large capitalization, highly liquid companies
Avoid companies ‘in the weeds’
Purchase securities at temporarily depressed prices, providing a "natural hedge"
Purchase only those securities for which we have complete conviction, resulting in lower turnover in order to protect and build wealth while minimizing taxes
In the short-term, market volatility presents long-term investors with the opportunity to take advantage of price inefficiencies

The Fund invests primarily in equity securities, which are subject to price fluctuations in the stock market. The Fund may not achieve its objectives.