Fortes fortuna adiuvat. Fortune favors the bold.
Fortuna Funds is an investment management company based in Dallas, Texas, was founded in 2024 by industry veterans Joe Sando and Mark Adams. Fortuna is dedicated to delivering unique investment strategies to a wide range of investors, including retail clients, financial institutions, and wealth advisors. The company prides itself on its innovative investment solutions and a commitment to providing premier customer service.
Lady Fortuna, often referred to as Fortuna, is the Roman goddess of wealth, fortune, and prosperity and is often equated with the Greek goddess Tyche. Fortuna was revered as a powerful & influential deity governing fortune and fate. She is one of the oldest and most significant goddesses in the Roman pantheon, with a lineage that traces back to the earliest periods of Roman history. Fortuna embodies both good and ominous fate, representing the unpredictable nature of fortune.
The blindfold represents the idea that fate is blind and unpredictable. By being blindfolded, Fortuna represents that luck can favor anyone – especially in crypto investing.
The cornucopia is a classical symbol of wealth and abundance. Fortuna holding a cornucopia signifies her ability to bestow wealth and prosperity.
The crown of wheat signifies Fortuna’s ability to bestow plentiful resources and wealth upon individuals and societies. Foretelling the fruitful outcomes of fortune and the prosperity from a bountiful harvest.
The wheel of fortune symbolizes the cyclical nature of fate, where one’s fortunes can change rapidly and unpredictably. In historical contexts, those favored by Fortuna were often considered to have received sudden or unexpected wealth, aligning her with financial fate.
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Adams has over 20 years of experience in managing options portfolios in a variety of investment vehicles.
Sando has spent over 18 years in the investment management industry, facilitating the distribution of financial products.
Drieske has 28 years of experience as a certified public accountant in various accounting roles including tax, audit, corporate accounting, and investment management.
Russ Lemley is a senior compliance executive with over 32 years of experience in the global asset management industry.
With nearly 15 years of experience in brand strategy, Galaro has led campaigns and guided brands of all sizes as a marketing quarterback.
Kennedy Kennerson is a strategist who blends analytical precision with creative storytelling to craft impactful brand solutions.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges, and expenses. This and other important information is contained in the fund prospectus and summary prospectus, which should be read carefully before investing. All Fortuna trademarks mentioned are owned by Fortuna Funds, LLC. All other company and product names mentioned are the property of their respective companies. Use of this website is intended for U.S. residents only.
Important Risk Information
There can be no assurance that the fund will achieve its investment objective.
Bitcoin and Bitcoin-related securities are relatively new investments. They are subject to unique and substantial risks and historically have been subject to significant price volatility. The value of an investment in the Fund could decline significantly and without warning, including to $0. You should be prepared for the possibility of losing your entire investment. The performance of Bitcoin-related securities, and therefore the performance of the Fund, may differ significantly from the performance of Bitcoin.
Bitcoin Exposure Risk. The Fund seeks to have significant exposure to Bitcoin. As a result, the Fund’s performance may be disproportionately and significantly impacted by the poor performance of Bitcoin or events materially affecting the Bitcoin ecosystem. The Fund’s exposure to Bitcoin makes it more susceptible to any single occurrence affecting Bitcoin and may subject the Fund to greater market risk than more diversified funds.
Derivatives Risk. The Fund will obtain exposure to Bitcoin through Bitcoin-related securities. The derivatives used by the Fund may give rise to a form of leverage, which magnifies the potential for gain and may result in greater losses. In some cases, this may cause the Fund to liquidate other portfolio investments at inopportune times. Certain of the Fund’s transactions in derivatives could also affect the amount, timing, and character of distributions to shareholders, which may result in the Fund realizing more short-term capital gain and ordinary income subject to tax at ordinary income tax rates than it would if it did not engage in such transactions. Such distributions may adversely impact the Fund’s after-tax returns.
New Fund Risk. The Fund is a recently organized investment company with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision. Moreover, investors will not be able to evaluate the Fund against one or more comparable funds on the basis of relative performance until the Fund has established a track record.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, visit our website at www.fortunafunds.com/hbtc-fund/. Read the prospectus or summary prospectus carefully before investing.
Foreside Fund Services, LLC, distributor.
This content, developed by Fortuna Funds, LLC, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.