Acclivity Funds

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Acclivity Fund Series

Elevating Financial Outcomes

Highlights

Acclivity Investment Research is dedicated to elevating financial outcomes for our clients through the application of data science, academic research, and decades of public equity market knowledge.

Knowledge-Driven Investing

Grounded in decades of academic research, Acclivity’s strategies are designed to target equity securities that have specific characteristics which we feel are associated with higher expected returns.

Agile
Implementation

Agility allows us to identify, validate, and incorporate new research into our strategies. Efficient implementation which we believe requires the proper investment size & trading infrastructure to implement great ideas.

Experienced
Team

Academic thought-leaders and seasoned investment professionals collaborate to help transform advanced economic research into investment solutions for our clients.

Acclivity Mutual Funds

Diversified by Syntax

 
Acclivity Investment Research collaborates with Syntax Advisors to diversify the business risk within its investment strategies. Syntax’s proprietary business classification system aims to capture the full range of economic activities in order to minimize business concentration risks. Syntax is not affiliated with Northen Lights Distributors, LLC.

Small Cap Value Fund

Strategy provides diversified exposure to the smallest and lowest relative priced securities in the US equity market. Within its universe, the strategy focuses on securities with strong price momentum.
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Mid Cap Multi-Style Fund

Strategy provides diversified exposure to middle capitalization US equity securities. Within its universe, the strategy focuses on securities with strong price momentum.
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Thoughtful design and careful implementation allows for proper exposure to those characteristics which we believe are associated with higher expected returns
There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses

Acclivity Investment Approach

Portfolio Design and Implementation Process

 

Academic Research underpins all aspects of our integrated investment approach

contact us

Whether you are a current client with questions about your portfolio or a prospective client interested in speaking with am investment consultant, you can contact us via phone, email, using the contact form, or by visiting our offices located in Austin, Texas.

Important Risk Information

Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the Acclivity Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained by calling 855.873.3837. The prospectus should be read carefully before investing. The Acclivity Funds are distributed by Northern Lights Distributors, LLC a FINRA/SIPC member. Acclivity Investment Research is a division of Innealta Capital, LLC. Innealta Capital, LLC is not affiliated with Northern Lights Distributors, LLC.

Shares of the Acclivity Funds are currently offered only in the United States to U.S. investors and are not available for sale in any jurisdiction other than the United States. The information on this Web site should not be considered a solicitation to buy or an offer to sell shares of the Acclivity Funds in any jurisdiction where it would be unlawful under the securities law of that jurisdiction.

There is no guarantee that the Funds’ objectives will be achieved. Investing involves risk. Principal loss is possible. Diversification does not assure a profit or protect against loss in a declining market. Investment Products: -Not FDIC Insured -May Lose Value -Not Bank Guaranteed

The information presented in this Website is provided for general informational purposes only and this Website does not constitute an offer, solicitation or recommendation to sell or an offer to buy any securities, investment products or investment advisory services. The information in this Website is not intended to provide, and should not be relied upon for, accounting, legal, tax advice or investment recommendations. Each user is encouraged to consult with its own tax, legal, accounting, financial and/or other advisors regarding the information and matters contained in this Website. Acclivity Investment Research, LLC (“Acclivity”) does not represent that any securities, financial instruments, products or services are suitable or appropriate for all clients or investors. Decisions based on information contained on this Website are the sole responsibility of the user.

Past performance is not necessarily a reliable indicator of future performance. Investments are subject to a wide variety of risks and considerations.


Acclivity Fund Documents

Prospectus SAI Semi-Annual Report N-PX Report TSR 24Q2 TSR 24Q4
2023 Annual Report 2024 Annual Report 2024Q1 SOI 2024Q3 SOI

Acclivity Small Cap Value Fund specific documents are available here

Acclivity Mid Cap Multi-Style Fund specific documents are available here

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