Ross Klein, CFA is the founder, Managing Member and Chief Investment Officer of Changebridge Capital, LLC. Previously, he served as a Long/Short Generalist and Portfolio Manager at Boston Partners for 10 years. His coverage encompasses the entirety of the US Universe, giving him a broad perspective on the domestic equity market. In those 10 years, he focused on discovering short positions, and his cumulative coverage list exceeds 700 individual companies. Ross co-Managed the Boston Partners Select Equity Fund from August 2019 to February 2020, before founding Changebridge Capital. Ross also serves on the Advisory Council for Graceful Gears, a non-profit that provides elite automobile experiences to people with serious medical conditions. Ross received the CFA designation in 2014 and a BS in Business Administration from Babson College. He continues to serve as a volunteer in the Babson Admission Connection program and Babson Finance Department.
Vince Lorusso is a Partner and Portfolio Manager at Changebridge Capital, LLC. He has 22 years of industry experience, previously serving as Partner and Portfolio Manager at Clough Capital Partners, LP where he worked for 16 years. Prior to that, Vince was a Senior Investment Consultant with Natixis Asset Management. With a global perspective, Vince has analyzed and invested in a broad range of equity securities over the course of his career. Vince holds an M.S. in Finance and a B.S. in Finance & English, both from Boston College. Vince serves on the Investment Committee of Louisa May Alcott’s Orchard House, as well as the Nashoba Brooks School, two non-profit organizations in his hometown of Concord, MA.
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180 Canal Street, Suite 600
Boston, MA 02114
An investment in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks: Equity Securities Risk, Short Selling Risk, Value Risk, Sector Risk, ESG Investment Strategy Risk, Small and Mid-Cap Securities Risk, Illiquid investments Risk, ADR Risk, Large Capitalization Risk, COVID-19 Risk, Risk of Investing in the U.S., Preferred Securities risk, Quantitative Model Risk, Authorized Participant Risk, ETF Structure Risks, Early Close/Trading Halt Risk, Asset Class Risk, Cyber Security Risk, Management Risk, Market Risk, New Advisor Risk, New Fund Risk, and Non-Diversification Risk. While the shares of the Fund are tradable on secondary markets, they may not trade in all market conditions and may trade at significant discounts in periods of market stress. ETFs trade like stocks, are subject to investment risks, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns. More information about these risks can be found in the Fund’s prospectus.
An investor should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at www.changebridgecapital.com or by calling Shareholder Services at 800-773-3863. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risk.
Changebridge Capital, LLC is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Suite 200, Raleigh, North Carolina 27609. There is no affiliation between Changebridge Capital, LLC, including their principals, and Capital Investment Group, Inc.