Left Brain Wealth Management Launches Flagship Mutual Fund: Left Brain Compound Growth Fund (LBCGX)
Jun 09, 2021
Introducing Left Brain’s easily accessible investment vehicle, designed to help grow your assets.
Chicago, IL, May 27, 2021– With a solid track record of growth in its Wealth Management Division and Capital Appreciation Fund, Left Brain Wealth Management is pleased to announce the launch of its first ever mutual fund:
The Left Brain Compound Growth Fund (LBCGX).
Aimed at introducing investors to dynamic growth opportunities, the fund has a minimum investment of $5,000.00, enabling investors access to Left Brain’s investment process with a relatively low capital commitment, along with the opportunity to become familiar with the Left Brain approach to long-term investing.
“We wanted to create a product for investors to introduce them to the Left Brain way,” said Noland Langford, CEO of Left Brain Wealth Management. “With the launch of this fund we’re bringing what we believe to be a unique product to the market that invites new investors into our Left Brain Community, while offering them exposure to growth opportunities that conventional analytics can overlook.”
Left Brain’s philosophy of long-term investing is rooted in analysis of business fundamentals. The fund is managed by an experienced investment team aided by Left Brain’s proprietary software platform, JARVIS. Companies selected for the fund display favorable business and financial trends which convince the portfolio manager that the shares have the potential to increase in value over 2-3 years.
“Left Brain analyzes about 1,500 different stocks and bonds with assistance from JARVIS,” said Brian Dress, Director of Research. “We assign the top-ranking securities to our analysts who view the results through our ‘Left Brain Lens’ which analyzes qualitative considerations that go beyond the numbers.”
Left Brain’s investment criteria are designed to access continued and accelerating sales growth in businesses, which the fund’s research process seeks to identify.
In addition to a solid financial performance, businesses must display strong, innovative leadership and generally operate in growing markets with limited competition. This combination of metrics and qualities offer investors a new fund with the potential to increase their assets over the long-term as a part of the larger Left Brain Community.
The close Price of the LBCGX on June 8, 2021, is $24.93.
For complete information on this mutual fund visit: www.leftbrainfunds.com
Press Contact: Brian Dress Phone: (630) 517-9300
ABOUT LEFT BRAIN WEALTH MANAGEMENT
LBWM is a financial management firm based in Chicago, IL and Miami, FL with offerings and funds including personal financial management, real estate opportunities, securities research, data and analysis, and an off-shore hedge fund. The mission of Left Brain Wealth Management is to Create, Build, and Preserve Wealth.
Investors should carefully consider the investment objectives, risks and charges and expenses of the fund before investing. The prospectus contains this and other information about the fund, and it should be read carefully before investing. Investors may obtain a copy of the prospectus by calling 833-498-2238.
Past performance is no assurance of future results. Investing involves risk, including loss of principal. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. The value of the fund’s shares, when redeemed, may be worth more or less than their original cost.
Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax implications, and the overall objectives between separately managed accounts and mutual funds before investing. Past performance of the strategy/separately managed account is not indicative of future performance of the fund.
Left Brain Compound Growth Fund is distributed by Ultimus Fund Distributors, LLC. (Member FINRA).
Phone: (630) 517-9300