Anabatic Investment Partners LLC
Anabatic Investment Partners LLC pursues long-term investment returns by following a focused value-investing strategy.
Philip C. Ordway – Managing Principal
Kristin Hartman, CFA, CPA – Chief Operating Officer and Chief Financial Officer
For more information please email us at info [at] anabaticllc [dot] com
Notice and Disclaimer
Information contained on this website, in any email correspondence, and any other accompanying materials are provided for general informational purposes. Information herein is not intended to be complete, and such information is qualified in its entirety. This is not an offering or the solicitation of an offer to purchase an interest in or to enter into an investment advisory agreement for Anabatic Fund, L.P. or any other fund, vehicle, entity or account. Any such offer or solicitation will be made to qualified investors only by means of a final offering document or investment management or advisory agreement, and only in those jurisdictions where permitted by law. An investment in Anabatic Fund, L.P. is speculative and involves a high degree of risk. Opportunities for withdrawal or transferability of interests in Anabatic Fund, L.P. are restricted; as a result, investors may not have access to capital when it is needed. There is no secondary market for interests in Anabatic Fund, L.P. and none is expected to develop. The portfolio of Anabatic Fund, L.P. has a limited focus and employs a value-oriented, fundamental research-driven, equity-intensive investment strategy. Such portfolio may lack diversification and a portion thereof may be illiquid which, in either case, may result in higher risk. In addition, a portion of the trades executed for Anabatic Fund, L.P. may take place in over-the-counter markets or on non-U.S. exchanges. Leverage may be employed, which can make investment performance volatile. An investor should not make an investment in Anabatic Fund, L.P. unless it is prepared to lose all or a substantial portion of its investment. Fees charged in connection with an investment in Anabatic Fund, L.P. and expenses allocable to investors in Anabatic Fund, L.P. may be higher than the fees and expenses of other investment alternatives (including other funds, vehicles, entities or accounts managed or advised by Anabatic Investment Partners, LLC) and will offset profits. There is no guarantee that the investment objective of Anabatic Fund, L.P. will be achieved. Investors should consult their own professional advisors as to legal, tax and other matters relating to an investment in Anabatic Fund, L.P.
EMAIL DISCLAIMER: Email is confidential and intended only for the recipient(s). Copying, distributing or otherwise using this information is prohibited if you are not the intended recipient. If you have received an email in error, please notify the sender at compliance@anabaticllc.com and delete the message and any attachments. This message is provided for informational purposes only and should not be construed as a solicitation or offer to buy any financial instruments. Offering documents and supporting documentation are available upon request. There can be no assurance that Anabatic Investment Partners LLC will achieve results comparable to those presented in this email and the information contained herein. Past or projected performance is not indicative of future results. The products described may not be eligible for sale in all countries and should be sold only to qualified investors. The financial instruments discussed in this document may not be suitable for all investors and investors must make their own investment decisions.
Note on Performance Presentation: Performance and related data presented herein is in summary form and is limited and unaudited and, accordingly, does not purport, nor is it intended, to be a complete performance presentation or analysis. All performance data presented herein has been calculated (or estimated) based on available information. Unless otherwise indicated, such performance data is presented net of applicable management fees and incentive fees/allocation, and further reflects the reinvestment of dividends and earnings. Moreover, the past performance of Anabatic Fund, L.P. should not be construed as a guarantee or an indicator of future performance. An investment in Anabatic Fund, L.P. can lose value. Additional performance data is available upon request. Index performance data and related metrics, to the extent referenced herein, are provided for comparison purposes only and are based on (or derived from) data published or provided by external sources. Index performance data is in summary form and is limited. The source of any such index data is available upon request.
