Ascendant Tactical Yield Fund
A Tactically Managed Fixed Income Strategy – Tactical fixed income strategy utilizing market timing & sector rotation methodologies based on proprietary research process managed by a team with a combined 90 years investment management experience. Moreover, the management team has managed a substantially similar tactical yield strategy since November 1999 available as managed accounts. The strategy places a large emphasis on capital preservation while attempting to deliver a high yield, competitive total return, and lower volatility than equity investments. Exposure to various fixed income securities gained via mutual funds for liquidity, low trading costs, diversification, research, and professional management
Ascendant Deep Value Bond Fund
The Ascendant Deep Value Bond Fund seeks to maximize returns by identifying and investing in value opportunities in all sectors of the fixed income market. The fund invests broadly across the market and is not constrained by benchmark specific guidelines. We utilize a disciplined investment process that combines fundamental analysis with top down macro economic views to provide entry queues into depressed segments of the fixed income market at inflection points
Patriot Balanced Fund
Patriot Balanced Fund invests in domestic equity and fixed income securities while also prohibiting investments in securities of companies who maintain business ties to State Sponsors of Terrorism (Iran, Syrian, North Korea, and Sudan). The portfolio is actively managed by Ascendant Advisors using a proprietary investment research process rooted in value and momentum investing principles that intends to identify the most attractive opportunities across various industries, capital structure, and market capitalizations.
Patriot Fund
Patriot Fund is a domestic large-cap equity strategy that prohibits investing in companies who maintain business ties to State Sponsors of Terrorism (Iran, Syrian, North Korea, and Sudan). The portfolio is actively managed by Ascendant Advisors using a proprietary investment research process rooted in value and momentum investing principles that intends to identify the most attractive opportunities in various industries.
Prospectus & Fact Sheet
Ascendant Deep Value Bond Fund and Ascendant Tactical Yield Fund Prospectus: PDF
Ascendant Tactical Yield Fund Fact Sheet: PDF
Statement of Additional Information: PDF
Patriot Funds Prospectus: PDF
Patriot Funds Statement of Additional Information: PDF