FRACTAL INVESTMENTS LLC

Fractal Investments LLC provides advisory services to clients under formal written agreements. These agreements outline the scope of services and the compensation received by Fractal. Fractal offers various investment strategies with specific objectives, policies, and restrictions. Fractal does not compensate third parties for promoting its services. It also does not receive any economic benefits from parties other than clients for providing investment advice. However, Fractal does receive research and brokerage services from broker-dealers who execute trades for client accounts. The security of client assets depends on the solvency of the chosen custodian. In the event of a disruption to the custodian's business or the overall functioning of securities markets, Fractal may be unable to implement its investment services, potentially resulting in significant or complete loss of capital for clients.

The Asset Strategy seeks capital appreciation over a full market cycle by allocating its assets primarily among stocks, bonds, commodities, and short-term instruments from anywhere in the world. Criteria used to select attractive assets include favorable company fundamentals such as strong cash flow streams, or technical indicators, such as a positive price trend or potential for short-term price appreciation. The portfolio is rebalanced frequently to capture short-term trading signals, with the goal of mitigating risks and improving the expected return of the strategy. Fractal Investments LLC employs a systematic investment process that emphasizes risk management. Portfolio managers formulate criteria to determine which assets they deem attractive, considering factors such as cash flow magnitude and growth, valuation, and risk profile. Fractal then creates a portfolio that seeks to achieve the greatest return while minimizing potential loss of capital. Risk management is integrated into the selection and weighting of securities, and portfolios are continuously monitored to improve the risk-return profile.

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