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At Investment Partners Opportunities Fund, we employ the conventional balance sheet tenets of value investing as our starting point and then redefine value investing to embrace much more.

 

A history of value investing
The Fund is managed by Investment Partners Asset Management, a team of professional money managers who offer their investors a wide-ranging multi-generational perspective. As co-portfolio managers, Frank J. Abella, Jr., Gregg T. Abella and Frank J. Abella III, each share primary responsibility for the day-to-day management of the Fund. Their experiences, from the Greatest Generation through the Baby Boom Generation and Generation X, provide a powerful blend of economic and industry viewpoints that span the post-World War II era through the Internet age.

Value investing is our focus
Because our management team is not distracted by other kinds of investment strategies; we can give ourselves completely to the pursuit of value for our shareholders.

A fund that will go anywhere for value
And, because the portfolio is not limited by capitalization, country, sector or security, we can invest in conventional core value securities, “discount-on-a-discount” closed-end funds – and everything in between.

 

 

 

 

  
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Shareholder advocacy
We take an active role on behalf of the shareholders’ interest. We’ve redefined the value investing process to allow for our team to serve as agents of change if and when needed. We believe boards should listen to their shareholders. If they don’t, we may take the necessary steps in an attempt to unlock value, perhaps even joining the board to make our voices heard.

We view value investing as a business
Entrepreneurial in its professional approach, the firm is recognized by its corporate and high net worth clients as one of their own, comprised of self-made individuals who take the pursuit of a business objective as a passionate, personal commitment.

Experience to capitalize on
We employ the executive leadership experience we’ve gained in the industries we research for our shareholders’ benefit. Frank J. Abella, Jr., Frank J. Abella III and Gregg Abella have all held senior executive positions in companies that specialized in industrial processes, technology, health care, energy and insurance – potential areas of concentration for the Fund.

 

 

 

  

When the Fund writes call options on its portfolio securities it limits its opportunity to participate in the gains on the securities on which the options are written. When the Fund invests in fixed income securities directly or indirectly by investing in mutual funds that invest primarily in fixed income securities, the value of the Fund will fluctuate with changes in interest rates. The Fund's investments in junk bonds carry a higher risk of default than higher rated securities. When the Fund invests in foreign securities directly or through American Depositary Receipts, the Fund could be subject to greater risks. Foreign securities typically have less financial disclosure than U.S. securities and may expose the Fund to tax, currency exchange rate and repatriation risks. The fund has a greater potential to realize losses upon the occurrence of adverse events affecting a particular issuer. Mutual funds, closed-end funds and ETFs are subject to expenses, which will be indirectly paid by the Fund. Investments in the real estate industry may be subject to substantial fluctuations and declines due to general and local economic conditions. Small-cap and mid-cap companies may be more vulnerable than larger, more established organizations to adverse business or economic developments.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Investment Partners Opportunities Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 1-866-390-0440. The prospectus should be read carefully before investing. The Investment Partners Opportunities Fund is distributed by Northern Lights Distributors, LLC.

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1519-NLD-12/29/2009
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