This site and its information are provided for your internal use only. The information contained herein is proprietary and confidential to Shorebird Capital, LP (the “Advisor”) and may not be disclosed to third parties or duplicated or used for any purpose other than the purpose it has been provided. Although the information provided herein has been obtained from sources the Advisor believes to be reliable, we do not guarantee its accuracy, and such information may be incomplete or condensed. The information is subject to change without notice. This communication is for information purposes only and is not intended as an offer or solicitation concerning the purchase or sale of any security or any fund or account (a “Fund”) the Advisor manages or offers. Since we furnish all information as part of a general information service and without regard to your particular circumstances, the Advisor shall not be liable for any damages arising from any inaccuracy in the information.
Disclaimer and Other Important Information:
Past model performance is not a guarantee or indicative of future returns, nor should an assumption of future results be made. Therefore, no current or prospective client should assume that future performance will be profitable or equal to the performance results reflected. Material market and economic conditions may have positively or negatively impacted the results and general market appreciation may have outperformed the model results over the same timeframe. The model performance results do not reflect the impact of taxes. All investors are strongly urged to consult with their tax advisors regarding any potential investment.
Shorebird Capital, LP (“Shorebird”) offers risk-based model portfolio strategies to its advisory clients and third-party investment advisers who may offer such model portfolio strategies to its advisory clients. The returns presented are those of the model portfolio and reflect Shorebird's contemporaneous investment strategy decisions for each performance period presented. The returns do not reflect the actual trading results of any specific client account. All returns greater than one year are annualized. The returns reflect the reinvestment of dividends and interest. The model is managed by contemporaneously recording trades based on Shorebird’s investment decisions. Such model trades are not influenced by emotional or subjective reactions to extraneous market, economic, political and related factors. The Shorebird models are risk-based models based on a level of risk tolerance.
The performance of accounts managed by the Client Facing Adviser that receives access to Shorebird may differ from the performance shown for a variety of reasons - including the fees assessed by Client Facing Adviser and other third parties; Client Facing Adviser’s decision to exercise its discretion to implement a given strategy in a way that differs from Shorebird; the timing of Client Facing Adviser’s implementation of strategy updates; investor-imposed investment restrictions; and the timing and nature of investor-initiated cash flow activity in the account. For all the reasons described above, actual performance may differ substantially from the advertised model results shown in the fact sheets.
The material in this presentation is based on information from various sources we consider reliable, but we do not represent that the information is accurate or complete. The material provided herein is for informational purposes only.
Shorebird Capital, LP is registered with the U.S. Securities & Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or expertise. Please visit https://www.adviserinfo.sec.gov/ for more detailed information on Shorebird Capital, LP (CRD No. 285437 / SEC No. 801-108512).