Rady Assets

RAM anounces the launch of its Mutual Funds

The Rady Contrarian Long/Short and Rady Opportunistic mutual funds are now open to all investors. These funds offer access to hedge fund portfolio management, without any of the typical partnership restrictions. The Long/Short strategy has been managed since 2007 and is focused on long term risk management, using a contrarian investment approach. The portfolio management team has in excess of 45 years of industry experience. The team also manages the value oriented Long‐Only Rady Opportunistic Value Fund. The portfolio manager has overseen Long‐Only portfolios since 1995. This strategies performance can be viewed in PSN database and is managed in a substantially similar format to the Rady Opportunistic Value Mutual Fund. Both the long‐short Contrarian (RADIX, RADYX, RADCX) and long‐only Opportunistic (ROVIX, ROVYX, and ROVCX) are open to new investors.

 Prior to October 2009, these portfolios were only available to qualified investors in a partnership format. The two strategies are similar to one another, in that most of the equities on the long side are included in both funds, however the long‐short fund has the flexibility to manage risk and seeks to generate alpha (the measure of risk‐adjusted performance) by shorting stocks. Historically, the fund has generated alpha (the measure of risk‐adjusted performance) on both the long and the short side of the portfolio. The management team has extensive operational and investment experience which differentiates it from other firms. Harry Rady, the Chief Investment Officer spent 9+ years as the CIO of a multi‐billion dollar financial/real estate/investment conglomerate, which gives him a unique perspective on investing.

The two mutual fund strategies utilize a contrarian/opportunistic investment approach. Management can tactically allocate cash within the portfolios offering the flexibility to redeploy capital, unlike many other mutual fund strategies. Management believes this may provide potential for alpha (the measure of risk‐adjusted performance) generation in volatile markets.

 These two Mutual Fund investments offer investors daily liquidity, daily pricing, and transparency not found in the hedge fund marketplace. We believe that this opportunistic approach to investing should be a core strategy for most investors. We also believe the long/short tactical management style has the potential to smooth out returns over time. Having the flexibility to invest both long and short may lower the downside risk while potentially generating attractive long term returns in different market conditions. Rady Asset Management utilizes quantitative modeling and an intensive bottom‐up, fundamental approach to its research. The team typically looks for stocks that are out of favor and trading at or near their 52‐week lows. This strategy has been developed and honed for over 15 years.

Both strategies can be viewed as potential core components to most investors’ portfolios. We believe individual investors will benefit from access to these strategies, previously only available to accredited investors. The Rady Opportunistic Value Fund provides investors with a tactical, contrarian investment vehicle focused on mid/large cap stocks. The Rady Contrarian Long/Short mutual fund offers investors the benefit of a strategy that can take advantage of market declines and provide relatively uncorrelated returns.

To learn more about Rady Asset Management and the portfolios they manage please contact them directly at 877.302.RADY and visit their website at www.radyassets.com