Important Disclosures

 

The information contained in this website is intended for informational purposes only. It does not constitute investment advice or a recommendation, an offer to sell, or the solicitation of an offer to buy and it should not provide the basis for any investment decision.

Past performance is not a guarantee of future results. There can be no assurance that any analysis or assumptions included in this website will be accurate, and any actual results may differ materially from the information indicated herein.

The information in this website is not complete, is subject to change. Under no circumstances should this information be construed as legal, tax or investment advice or a recommendation of any kind.

It should not be assumed that any ESG initiatives, standards, or metrics described herein will apply to each asset in which Grounded Capital invests or that any ESG initiatives, standards, or metrics described have applied to each of Grounded Capital’s prior investments. ESG is only one of many considerations that Grounded Capital takes into account when making investment decisions, and other considerations can be expected in certain circumstances to outweigh ESG considerations. Any ESG initiatives described will be implemented with respect to a portfolio investment solely to the extent Grounded Capital determines such initiative is consistent with its broader investment goals. There is no guarantee that the evaluation of ESG characteristics will be additive to a strategy’s performance. ESG is not a uniformly-defined characteristic and information used to evaluate ESG characteristics may not be readily available, complete, or accurate, and may vary across providers and issuers. Because of the subjective nature of ESG integration, there can be no guarantee that ESG factors considered will reflect the beliefs or values of any particular client.

This material discusses Grounded Capital’s current efforts to integrate responsible and sustainable investing principles into our investment processes across various investment strategies. The processes discussed may not be fully implemented, or may be implemented differently, for each strategy. Certain examples are provided herein for illustrative purposes only and are not intended to be representative of Grounded Capital’s investment process with respect to every investment.

By accessing this site, you signify your agreement with and understanding of the following Terms of Use and Legal Information pertaining to both this site and any material in it.

Grounded Capital, LLC (“Grounded Capital”) owns and maintains this site. No act of downloading or otherwise copying from this site will transfer title to any software or material at this site to you. Anything that you transmit to this site becomes the property of Grounded Capital, may be used by Grounded Capital for any lawful purpose, and is further subject to disclosure as deemed appropriate by Grounded Capital, including to any legal or regulatory authority to which Grounded Capital is subject. Grounded Capital reserves all rights with respect to this site, and will enforce such rights to the full extent of the law.

Case studies are intended to provide examples of the types of transactions Grounded Capital pursues and do not represent all investments made by Grounded Capital or the outcomes achieved. Investment rationales and other considerations are based on Grounded Capital’s internal analysis and views as of the date of the investment commitment and will not be updated. References to a particular investment should not be considered a recommendation of any security or investment. There can be no assurance that Grounded Capital will be able to invest in similar opportunities in the future or that the investment shown is or will be successful.

While Grounded Capital uses reasonable efforts to update the information on this site, it makes no representations or warranties as to the accuracy, reliability or completeness of any information at this site. Any contents at this site are subject to change without notice.

All materials in this site are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices. Any disclaimers, restrictions, disclosures or hedge clauses apply to any partial document or material in the same manner as they do to the whole and will be deemed incorporated in the portion of any material or document that you consult or download.

Grounded Capital has not reviewed any of the sites linked to this site and is not responsible for the content of off-site pages or any other site linked or linking to the site. Your linking to any off-site pages, including those provided in any linked news articles or other sites is at your own risk. References to Grounded Capital that are contained on any website, article or social media post should not be considered as a recommendation of or by Grounded Capital.