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Disclaimer: StoneRidge Investment Partners, LLC (StoneRidge) is an investment adviser registered with the Securities and Exchange Commission, specializing in equity asset management services for institutional investors. Registration does not imply a certain level of skill or training. This information was developed using publicly available information, internally developed data and outside sources believed to be reliable. While all reasonable care has been taken to ensure that the facts and opinions posted are accurate, complete, and reasonable, liability is expressly disclaimed by StoneRidge and any affiliates (collectively known as “StoneRidge”), and their representative officers and employees. This website has been prepared for informational purposes only and does not purport to represent a complete analysis of any security, company or industry discussed. Any opinions and/or recommendations expressed are subject to change without notice and should be considered only as part of a diversified portfolio. A complete list of investment recommendations made during the past year is available upon request. Past performance is not an indication of future returns. This information is distributed to recipients including StoneRidge, any of which may have acted on the basis of the information or may have an ownership interest in securities to which the information relates. It may also be distributed to clients of StoneRidge, as well as to other recipients with whom no such client relationship exists. Providing this information does not, in and of itself, constitute a recommendation by StoneRidge, nor does it imply that the purchase or sale of any security is suitable for the recipient. Investing in the equity market is subject to certain risks. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.
Intended Recipient: The information contained in this website is intended for use by institutional investors. It is not intended for use by retail investors.
Not Recommendation or Investment Advice: Website content is provided for informational and educational purposes only. It is not designed to be a recommendation of any specific investment product, strategy, or decision, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. The information contained herein is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. The information contained in this website was not prepared, and is not intended, to address the needs, circumstances, and objectives of any specific institution. The products and strategies described herein are not suitable for all investors.
Investment Risk: All investments involve risk and may lose value. The value of an investment can go down depending upon market conditions. Investing in the equity market is subject to certain unique risks, as it is impacted by such factors as domestic economic growth and market conditions, monetary policy, interest rate levels and political events. Common stocks tend to be more volatile than other investment classes. Common stocks of small and medium capitalization (“smid-cap”) companies may lack the managerial, financial, or other resources necessary to implement their business plans or succeed in the face of competition. It may be difficult to sell a small or smid-cap stock and this lack of market liquidity can adversely affect the portfolio’s ability to realize the market price of a stock, especially during periods of rapid market decline.
Views Subject to Change: All information and opinions found on this website are presented only as of the date published or indicated, is subject to change, and may be superseded by subsequent market events or for other reasons. In addition, website visitors are responsible for setting the cache settings on their browser to ensure receipt of the most recent data.
Forward-Looking Statements: Predictions and any other forward-looking statements on the website speak only as of the date they are made, and StoneRidge assumes no duty to update them. Forward-looking statements are subject to numerous assumptions, risks, and uncertainties. Actual results could differ materially from those anticipated. Although this material is based upon information that StoneRidge considers reliable and endeavors to keep current, StoneRidge does not assure that this material is accurate, current, or complete, and it should not be relied upon as such. Any opinions expressed on this website may change as subsequent conditions vary.
Past Performance: Past performance is not a guarantee of future results.
Privacy Policy: Please review StoneRidge’s Privacy Policy, located separately on this website, and hereby incorporated by reference, to learn about StoneRidge’s information collection practices and the measures taken to preserve the privacy and security of website visitor information.
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Information “As Is”: The information provided on this website is provided “AS IS” and without warranties of any kind, either expressed or implied. To the fullest extent permissible pursuant to applicable law, StoneRidge disclaims all warranties, including, but not limited to, any warranty of non-infringement of third-party rights and any implied warranties of merchantability and fitness for a particular purpose. StoneRidge does not warrant, either expressly or implied, the accuracy or completeness of the information, text, graphics, links, or other items contained on this website and does not warrant that the functions contained in this website will be uninterrupted or error-free, that defects will be corrected, or that the website will be free of viruses or other harmful components. StoneRidge expressly disclaims all liability for errors and omissions in the materials on this website and for the use or interpretation by others of information contained on the website.
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