Sando has spent over 18 years in the investment management industry, facilitating the distribution of financial products.
With over 18 years of expirence, Sando began his career with Thornburg Investment Management as an Internal Sales Partner. In 2008, he broadened his career by joining Smith Barney as a Financial Advisor. The breadth of his knowledge and experience includes products in numerous investment asset-classes: long-only equities, fixed income, and alternatives. While parntering with boutique investment management firms on a venture to supply alternative mutual funds in the states of Texas and Oklahoma, he capitalized on his entrepreneurial spirit and founded Sando Capital (SC) in 2011. Through collaborative participation, SC’s strategic partnerships and strong network of referrals has helped these firms grow to manage tens of billions of dollars in assets.
Sando has proven his ability to raise assets for a variety of fund families over the long term, to raise assets for potential liquidity events, and to lead sales teams. His passion for establishing and maintaining long term relationships is apparent in his day-to-day involvement by providing a concierge customer service experience to his clients, whether they be private investors, financial advisors, or boutique asset managers.
Sando graduated from the University of Mississippi, with an emphasis in Investments, receiving a BBA in Finance. He resides in Dallas, TX where he and his wife Katie are raising their children, Mack and Charlotte and participating in community and philanthropic initiatives.
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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.