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Russ Lemley, Chief Compliance Officer

Russ Lemley is a senior compliance executive with over 32 years of experience in the global asset management industry.

Lemley’s areas of expertise include regulatory exams, outsourced CCO support, annual reviews, mock SEC exams, policy and procedure development, exception resolution, compliance training, and mentoring and training of compliance professionals.

From 2004 to 2019, Russ served as chief compliance officer of The American Funds, managed by The Capital Group. He was responsible for administering the compliance policies and procedures of The American Funds and overseeing the compliance programs of its service providers, including Capital Research and Management Company, American Funds Distributors and American Funds Service Company.

He also held senior compliance positions at The Capital Group and the U.S. Securities and Exchange Commission.

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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 futures contracts, 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 or bitcoin futures and may subject the Fund to greater market risk than more diversified funds.
 
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.
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