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Monday, December 2, 2013

Ex-Artio Bigwigs Debut Their New Shop's First Fund

Reported by Neil Anderson, Managing Editor

Two ex-Artio [profile] bigwigs and their team just launched their first mutual fund from their new shop.

Today New York City-based R Squared Capital Management unveiled the no-load RSQ International Equity Fund, which went live last week and is powered by a team and strategy that dates back to 1995. The fund features three PMs: chairman Richard Pell, former chief investment officer of Artio Global Investors; CEO Rudolph-Riad Younes, former managing director and head of international equity at Artio; and Michael Testorf, former senior PM at Artio. They're backed by five analysts. The new fund features both retail and institutional shares.

The launch (both of R Squared and of the new fund) follows the $179.7-million sale six months ago of then-publicly-traded Artio (formerly Julius Baer Investment Management) to Scottish asset management giant Aberdeen [profile].

Pell described the launch as "an exciting new chapter" for the team.

"We have learned many lessons along the way and streamlined our operations," Pell stated.

Company Press Release

R Squared Capital Management Launches RSQ International Equity Fund (RSQVX)

Portfolio Management Team and Track Record Date Back to 1995

NEW YORK, Dec. 2, 2013 -- R Squared Capital Management announced today the launch of the RSQ International Equity Fund. This fund follows an international equity investment strategy established in 1995 when the portfolio management team was formed. The official inception date of the fund was November 27, 2013.

The fund's management team consists of three portfolio managers: Rudolph-Riad Younes, Richard Pell and Michael Testorf, who are supported by a team of five analysts. The management team previously worked together for over 15 years at Artio Global Investors, formerly Julius Baer Investment Management, which was purchased by Aberdeen Asset Management earlier this year.

"This is an exciting new chapter for us," said Richard Pell, co-portfolio manager and Chairman of R Squared Capital. "We have learned many lessons along the way and streamlined our operations. We are proud of our commitment to this international equity strategy, and now more than ever, we feel we are better positioned to serve both individual and institutional investors."

The no-load RSQ International Equity Fund has two share classes: the ticker for the retail share class is RSQVX and the ticker for the institutional share class is RSQIX. With approximately 150 investments, the fund follows both a top-down and bottom-up stock selection process that focuses on leveraging structural tailwinds at geographic, sector and company levels. The fund seeks long-term winners in both developed and emerging markets.

"At R Squared, we have for the past year favored Europe especially the financial sector as the Euro-crisis has stabilized and valuations are among the lowest in the world. We expect Europe's strong performance to persist, especially as governments continue to address the fault lines in the Euro project," said Rudolph-Riad Younes, co-portfolio manager and CEO of R Squared Capital. "We also continue to underweight emerging markets as we see both potential tapering in the US and stabilization of the crisis in the Euro as major catalysts that will drive much of the foreign capital in emerging markets back to its home base in the developed world."?

Call 1-855-355-4RSQ (4777) for more information

About R Squared Capital Management

R Squared Capital Management is a specialized asset management firm solely focused on international equities. It was founded in 2013 in New York City and is independently owned by a management team that has been together for over 15 years. The firm serves both individual and institutional clients.Its flagship fund is the RSQ International Equity fund (RSQVX/RSQIX).

To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund's prospectus, which may be obtained by calling 1-855-355-4RSQ (4777). Read the prospectus carefully before investing or sending money.

Mutual fund investing involves risk, including possible loss of principal. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, differences in generally accepted accounting principles, or from social, economic, or political instability in other nations. Emerging markets and small cap holdings involve heightened risk related to the same factors as well as increased volatility and lower trading volume.   REIT investments are subject to changes in economic conditions, credit risk and interest rate fluctuations. The fund may invest in derivatives, which are often more volatile than other investments and may magnify the Fund's gains or losses.  The use of leverage by the fund managers may accelerate the velocity of potential losses. 

RSQ Funds are distributed by SEI Investments Distribution Co., which is not affiliated with R Squared Capital Management or any other affiliate.

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