Goldstein Capital Managed

Bond Portfolio

Fund Investment Objectives

The Goldstein Capital Managed Bond Portfolio is a conservatively managed leveraged portfolio investing in high quality mortgage-backed securities. The objective is to produce returns that are consistently 4% to 8% above U.S. money market rates. Paul Goldstein, the portfolio manager since inception, has over twenty years of experience in the fixed-income markets, with a particular specialty in mortgage-backed securities.