The Fund Platform

Introduction

We believe stock prices are influenced by human emotion and crowd psychology. We seek to capitalize on discrepancies between estimated intrinsic value and price, typically buying at times of excessive pessimism and selling at times of undue optimism. We attempt to develop relatively concentrated portfolios that reflect our deep conviction

The Edgefolio Platform

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Fundamentals

Inception ** ** *****
Legal Structure ** ** *****
Domicile **** *****
UCITS *
Managed account available? *
Prospectus Benchmark ******
Fund Status ******

Strategy Overview

Type of Fund Long Only
Style ********
Strategy ******
Methodology ********
Region Exposure **

Team

Fund Manager David Reidinger
Fund Manager Anthony Lombardi
Fund Manager Jordan Irving
Fund Manager D. Tysen Nutt
Fund Manager Robert Vogel
Fund Manager Nikhil Lalvani
Fund Manager Kristen Bartholdson
Fund Manager Erin Ksenak

ISIN ** ** *****
Investor Type **** *****
Share Type **** *****
Minimum Investment ********** *****

Management Fee **
Performance Fee *** ****** *
Subscription Fee **
High-Water Mark ********

Redemption Frequency ******
Lockup Period ********
Notice Period *** ****** *
Redemption Fee **** *****

Redemption Gate **
Hurdle Rate **
Clawback ********** *****

Cumulative Returns

Performance returns for Delaware US Large Cap Value Eq (SMA)

None

	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	YTD
2020	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn
2021	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn
2022	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn
2023	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn
2024	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn	nn.nnn

Contact information for Delaware US Large Cap Value Eq (SMA)

Delaware US Large Cap Value Eq (SMA)