LMCG Global Market Neutral Fund Hits Three Year Mark

Fund Offers Rare Global Approach Within Market Neutral Category

BOSTON--(BUSINESS WIRE)-- LMCG Investments, LLC (“LMCG”) announced today that its LMCG Global Market Neutral Fund (GMNRX / GMNIX) (the “Fund”) celebrated its 3-Year anniversary. The Fund received a 4 star Morningstar Rating™ for the Overall and 3-Year period ended May 31, 2016 (for GMNRX and GMNIX Shares out of 110 U.S.-domiciled market neutral funds. Morningstar Ratings are based on risk-adjusted returns).

The Fund is managed in identical fashion to the team’s institutional global market neutral strategy that was launched in 2007. Gordon Johnson, PhD, CFA, lead portfolio manager, and Shannon Ericson, CFA, co-portfolio manager, manage the Fund (and have served in this capacity since the strategy’s inception).

The Fund offers investors interested in the market neutral category a rare opportunity for global exposure, seeking potential return from a large universe of global equities. Investing in local markets globally, the Fund draws on multiple and diversified sources of alpha. Using a quantitative process, the portfolio management team invests long in those stocks that rank highly, and shorts those stocks with unattractive rankings.

“We’re proud of the track record the Fund has built over the past three years and hope it encourages more financial advisors to research how the strategy can complement other investment approaches in their clients’ portfolios,” said Kenneth L. Swan, Chief Executive Officer of LMCG. “We think the strategy will continue to distinguish itself as the market cycle continues and more investors seek to limit volatility while still taking advantage of global opportunities,” he added.

The Fund uses a capital preservation strategy designed to generate positive returns independent of equity market conditions. While investing long and short in global equities, the Fund seeks to provide investors with low correlation to traditional asset classes, like equities and fixed income. To accomplish this, the investment team attempts to capture gains from individual stock selection, while neutralizing market, sector and geographic exposures. The portfolio is managed to be dollar balanced between long and short positions. The team avoids making macro-bets, guards against biases, and uses no leverage at the portfolio level.

“We think a market neutral strategy is a compelling way to invest in the global equity market while minimizing certain risk exposures,” said Mr. Johnson. “Our Fund attempts to find excess return during both up and down markets and a global approach gives us more options to apply our craft,” he concluded.

The Fund is a no-load mutual fund that is available on all the major RIA custodial platforms, such as Fidelity, Schwab, Vanguard, and TD Ameritrade.

The Fund is also available on independent brokerage platforms, including, Scottrade, Commonwealth and LPL.

For more information on LMCG and the LMCG Global Market Neutral Fund, visit: www.lmcgfunds.com, or call 781-749-6040 for RIA support.

There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including the potential loss of principal.

Investors should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus and SAI contain this and other information about the Fund. You may obtain a prospectus and SAI by calling (877) 591-4667. The prospectus should be read carefully before investing.

FUND ADVISER		DISTRIBUTOR
LMCG Investments, LLC		Foreside Fund Services, LLC
www.lmcg.com		www.foreside.com   Member FINRA

About LMCG Investments, LLC

LMCG is a Boston-based investment management firm. We offer a broad range of investment strategies to institutional and private clients including corporate and public pension plans, foundations, endowments, family offices, mutual funds and individuals. Our firm has been built by attracting talented investment teams that bring extensive experience and specific expertise in their respective market segments and investment strategies. We recognize that independent thinking drives investment performance and we reinforce the autonomy and integrity of our investment teams.

LMCG manages equity portfolios across a range of market caps, investment styles and U.S. and international regions, as well as liquid alternatives, structured credit and U.S. fixed income securities. Our investment teams, together with our leadership, operational, compliance and client service teams, share the common goal of delivering superior investment performance to our

© 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. LMCG Global Market Neutral Fund was rated against the following numbers of U.S.-domiciled market neutral funds over the following time period: 110 funds in the last three years. With respect to these market neutral funds, LMCG Global Market Neutral Fund (GMNRX and GMNIX Shares) received a Morningstar Rating of 4 stars both for the three-year and Overall periods as of 05/31/2016. Past performance is no guarantee of future results.

View source version on businesswire.com: http://www.businesswire.com/news/home/20160620005969/en/

KANTER
Victoria Odinotska, 703-685-9232

Source: LMCG Investments, LLC

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