The GMG Defensive Beta Fund employs investment strategies that combine traditional (Stocks & Bonds) and alternative (Commodities & Currencies) investments with the intent of giving investors access to a portfolio that has historically only been available to institutions or through hedge funds.

Recent Press


Video's

Oliver Pursche -
CNBC

Closing Bell Countdown:
'Square Root' Recovery and Other Market Issues

Oliver Pursche -
CNBC

Market Alert: Time to Get More Defensive About Investing


PDF's

May 11, 2010
MSN.com

14 Safe Stocks to
Stock Up On
June 14, 2010
Bloomberg

Commodities Rise

*Mutual Funds involve risk including possible loss of principal
 
*Beta- is a measure of the volatility, or systematic risk of a security or a portfolio in comparison to the market as a whole.
 
*ETF Risk- an investor will indirectly bear the fees and expenses charged by the underlying ETFs; and an ETF generally carries the same investment risk as the portfolio of securities within the ETF.
 
*Hedging/ Derivative Risk- the fund may execute an investment strategy or hedge by entering into derivative contracts such as futures, options or futures, swaps which can be riskier than traditional investments because they involve leverage, may be illiquid, may suffer counterparty default and may limit gains.
 
*Foreign Risk- investing in foreign securities presents risk not associated with domestic investments, such as currency fluctuations, political and economic changes and market risks.
 
*Leveraging Risk- The use of leverage, such as borrowing money to purchase securities will magnify the Fund’s gains or losses.

Investors should consider the investment objectives, risks, charges and expenses of this fund carefully before investing. This and other information are contained in the Fund’s prospectus, which may be obtained by contacting your financial advisor, by visiting www.thebetafund.com or by calling 1-877-464-3111. Please read this prospectus carefully before you invest or send money.

The GMG Defensive Beta Fund is distributed by Northern Lights Distributors, LLC.

0292-NLD-3/1/2010

Our Investment
Management Team:

William Krivicich, CFA
Chief Investment Officer

Oliver Pursche
Co-Portfolio Manager

Richard Kersting
Co-Portfolio Manager

The investment team of Montebello Partners, LLC has over 50 years of combined investment management experience among them. The team is lead by William Krivicich, CFA, the firms Chief Investment Officer.
We are a research intensive firm that goes beyond accepting consensus view. By leveraging our relationships with institutional asset managers such as Alliance Bernstein, Barclays Capital and Goldman Sachs, we believe we are able to provide Investors with a “best of breed” approach to investing.
The GMG Defensive Beta Fund employs investment strategies that combine traditional (Stocks & Bonds) and alternative (Commodities & Currencies) investments with the intent of giving investors access to a portfolio that has historically only been available to institutions or through hedge funds.
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