Terms of Use

This website is for informational purposes only. The opinions contained herein are those of Longfellow Investment Management Co., LLC (LIM) at time of publication and may vary as market conditions change. Opinions are based on information obtained by LIM from sources deemed to be accurate and reliable. However, accuracy is not guaranteed. It is in the sole discretion of the reader whether to rely upon the opinions contained herein. The information provided does not constitute investment advice, is not a recommendation, offer, or solicitation to buy or sell any securities, or to adopt any investment strategy and should not be relied upon as such. It does not consider an individual investor’s particular investment objectives, strategies, tax status, or investment horizon.

No Investment Advice

The fact that LIM has made the data and services provided on this website available to you constitutes neither a recommendation that you enter into a particular transaction nor a representation that any product described on this website is suitable or appropriate for you. Many of the products described on this website involve significant risks, and you should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be a disclosure of all risks or complete discussion of the risks which are mentioned. You should neither construe any of the material contained herein as business, financial, investment, hedging, trading, legal, regulatory, tax, or accounting advice nor make this service the primary basis for any investment decisions made by or on behalf of you, your accountants, or your managed or fiduciary accounts, and you may want to consult your business advisor, attorney, and tax and accounting advisors concerning any contemplated transactions.

Any specific issuers or sectors discussed should not be understood to reflect actual investments made by LIM nor should any conclusions made, or opinions stated in relation to those issuers or sectors be understood to impact in any way LIM’s investment strategy on either a long- or short-term basis.

Investment Risks

There is no guarantee that any forecasts contained herein will come to pass. Past performance is not an indication of future results. It should not be assumed that future investments will be profitable or that future results will equal historical performance. Performance will fluctuate based on varying market, economic and political conditions. Investment involves the possible loss of principal. Neither LIM nor any of its third-party providers shall have any responsibility to maintain the data and services made available on this website or to supply any corrections, updates, or releases in connection therewith. Availability of data and services are subject to change without notice. Because of potential internet technical and security issues, the information contained on the website cannot be guaranteed to be accurate. LIM reserves the right to modify the website’s content at any time.

Awards and Recognition

Any awards listed on LIM’s website are based on publicly available information. LIM discloses awards as LIM becomes aware of published notice of an investment mandate award. These ratings/rankings should not be construed as an endorsement of the advisor nor are they representative of any one client’s evaluation or experience with LIM as the rankings are based on composite performance and statistics. Working with a third-party ranked advisor does not ensure that a client or prospective client will experience a higher level of performance results. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. The third-party rating services collect information directly from investment management firms and other sources believed to be reliable; however, LIM does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. None of the rating agencies listed are affiliated with LIM, and LIM has not made any payment for or in anticipation of being considered for an award or rating. From time to time, LIM has, and the firm expects to continue to purchase reprints or other publishing permission rights from certain publications and/or for the use of a logo that has recognized the firm’s performance, including Informa Investment Solutions, Inc., the publisher of PSN awards. The firm has paid Informa Investment Solutions, Inc. for reprint rights and the use of the logo in marketing materials. We encourage you to contact the recognizing organizations if you would like additional information regarding their process or methodology. Please contact LIM should you have any further questions on our purchases of reprints or other publishing permission. Past performance is no indication of future results. It should not be assumed that future investments will be profitable or that future results will equal historical performance.

External Content

Certain sections on LIM’s website may provide live links to other internet sites. These external internet sites contain information and content developed, published, and/or otherwise posted by institutions and organizations which are independent of LIM.  As such, we do not endorse, certify, or control these external Internet addresses. LIM does not assume responsibility for the accuracy or efficacy of the information found on these external sites.  If you leave this site via a link contained herein, you do so at your own risk. The content to which you link will not have been developed, checked for accuracy, or otherwise reviewed by LIM.  LIM is not responsible for damages or losses caused by any delays, defects, or omissions that may exist in the services, information, or other content provided in such site, whether actual, alleged, consequential, or punitive. LIM makes no guarantees or representations as to, and shall have no liability for, any electronic content delivered by any third party, including without limitation, the accuracy, subject matter, quality, or timeliness of any electronic content.

Governing Law

This website is controlled and operated by LIM from the United States and is not intended to subject LIM to the laws or jurisdiction of any other country. The website and its contents are governed by and construed in accordance with the laws of the Commonwealth of Massachusetts, without giving effect to any principals of conflicts of law. Federal law governs copyright, patent, and trademark matters. In choosing to access this website, you do so on your own initiative and at your own risk and you are responsible for complying with all local laws, rules, and regulations.

Terms Modification

The views expressed are those of the authors as of the date referenced herein and are subject to change at any time based on market or other conditions. LIM may, in its full discretion and at any time, amend the terms of use of this site.