William Peter Lynn

Provides global investment solutions to institutions and individuals

Makefield Capital Management's investment process incorporates both quantitative and qualitative methodologies. They blend diverse investment styles in an attempt to minimize downside risk, while giving them the ability to participate in a wider array of market opportunities. Makefield Capital Management is the portfolio manager of the Makefield Managed Futures Strategy Fund. The Managed Futures Strategy Fund is designed to capture asset price fluctuations and trends in the global futures markets by investing in actively managed futures funds. The fund utilizes a tactical asset allocation strategy, diversified across managed futures sub-strategies and designed to minimize downside volatility of returns, while enhancing potential for improved risk-adjusted performance. The fund seeks to achieve positive absolute returns in both rising and falling equity markets, with an annualized volatility that is generally less than the historical level of volatility of the S&P 500 Total Return Index. The fund also seeks to maintain a relatively low correlation to traditional asset classes, such as stocks and bonds.