CSat Market

Neutral

Fund Investment Objectives

The CSat Market Neutral fund draws upon the informational value embedded in customer satisfaction data by going long companies with strong customer satisfaction and short companies with weak customer satisfaction. The fund seeks to generate alpha through individual security and sector selection while maintaining market neutrality (typically 90% to 110% long by 90% to 110% short). Customer satisfaction data is accumulated through a rigorous and proprietary process which forms the basis of the American Customer Satisfaction Index (ACSI). Fund AUM reflects Firm AUM.