Disclosures – General


The information on this website is provided for general informational purposes only and describes certain methodologies and approaches that are employed in investment strategies, products, and services by Rotella Capital Management, Inc. and its affiliates (collectively, “RCM”). This information does not constitute an offer to sell or the solicitation of an offer to buy any security, futures, or options contract, or other investment strategy, product, or service. This information is not intended to provide investment, financial, or tax advice and should not be relied upon as such. Investment strategies, products, or services may not be available to or appropriate for certain persons or in certain jurisdictions. Clients and investors of RCM must be financially sophisticated and meet certain suitability requirements, including without limitation, qualifying as “qualified eligible persons”, “accredited investors”, or under other applicable standards. Investment strategies, products, and services may not be suitable for all persons or available to persons in all jurisdictions.

Carefully consider whether your financial condition permits you to participate in an investment strategy, product, or service managed by RCM. In so doing, you should be aware that securities, futures, and option trading could quickly lead to large losses as well as gains. Such trading losses can sharply reduce the value of your investment. In addition, restrictions on redemptions may affect your ability to withdraw your participation in the investment. The investment strategies, products, and services may be subject to substantial charges for advisory fees and transaction expenses. It may be necessary for your account to make substantial trading profits in order to avoid depletion of your investments. The offering memorandum, disclosure document, advisory agreement, or other definitive documentation of the investment strategy, product, or service contains a complete description of the principal risk factors and each expense to be charged for the investment; all summary material contained on this website is qualified in its entirety by the terms of the applicable definitive documentation.

The information provided in this website is supplied in good faith based on information which we believe, but do not guarantee, to be accurate or complete. This material is subject to change without notice, and may contain opinions. This information is not required to be, and has not been, filed with, or approved by any applicable regulatory or self-regulatory authority in any jurisdiction, and no such authority has passed upon the merits of participating in any strategy described herein. The investment strategies, products, or services involve significant risks. There can be no assurance that any investment strategy, product, or service will be able to realize its objectives. No representation is being made that any single account will or is likely to achieve a record similar to any that is shown; individual client and investor experience may vary due to timing of investment, fees and expenses, and other factors. The investment strategies, products, and services are speculative and should not be considered by a client or investor who cannot afford the total loss of investment. The information provided on this website may not be altered, copied, or reproduced in any form without RCM’s prior written consent.

RCM is registered with the United States Commodity Futures Trading Commission as a commodity pool operator and commodity trading advisor, and is a member of the National Futures Association in such capacities. RCM is not registered or authorized in any other capacity or in any other jurisdiction.

For more information about RCM, its investment strategies, products or services, or any of the material contained in the web site, please contact RCM.


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