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Disclaimers

QMIT EXPRESSLY DISCLAIMS ALL WARRANTIES, EXPRESSED OR IMPLIED, AS TO THE ACCURACY OF ANY CONTENT PROVIDED, OR AS TO THE FITNESS OF THE INFORMATION FOR ANY PURPOSE.

 

Nature of QMIT; No Advisory Relationship. QMIT is a provider of quantitative market research, signals, data, and analytics. It is neither a broker-dealer nor an investment adviser. QMIT and QuantZ Capital Management ("QuantZ") are under common ownership and may share certain personnel. This publication is intended to constitute a bona fide financial publication of general and regular circulation within the meaning of Section 202(a)(11)(D) of the Investment Advisers Act of 1940. It provides only general, impersonal, systematic commentary on securities based on quantitative factor analysis and does not constitute investment advice tailored to the needs of any individual subscriber. Nothing in this publication creates any fiduciary, advisory, agency, brokerage, or client relationship with QMIT or QuantZ. Subscribers will not receive individualized investment advice from QMIT in connection with this publication.

 

No Personalized Guidance. QMIT does not provide individualized follow-up communications, personalized advice, or subscriber-specific guidance regarding any securities referenced in this publication. Any subscriber communication received by QMIT will be addressed in a general, impersonal manner consistent with QMIT's role as a publisher of financial research.

 

No Recommendation; No Reliance. QMIT makes no representation regarding the advisability of investing in any investment fund, other investment vehicle, security, or other financial product, regardless of whether or not it is based on, derived from, or included as a constituent of any QMIT research. QMIT bears no responsibility or liability for any business decision, input, recommendation, or action taken based on QMIT research or any products based on, derived from, or included as a constituent of any such research. This content is not intended as an offer to sell or a solicitation of any investment product or service to any person in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it would be unlawful to make such offer or solicitation.

 

Informational Purpose Only. This information has been prepared by QMIT for informational purposes only. It should not be construed as investment, legal, and/or tax advice. The opinions expressed are those of QMIT as of the date of writing and are subject to change. Any research is based on QMIT proprietary research and analysis of global markets and investing, including opinions expressed based on statistical forecasting from historical data. The information and/or analysis presented have been compiled or arrived at from sources believed to be reliable; however, QMIT does not make any representation as to their accuracy or completeness and does not accept liability for any loss arising from the use hereof. The assumptions and historical data used could be erroneous. There is no assurance that any events or targets will be achieved, and outcomes may be significantly different than that shown here.

 

Forward-Looking Statements. Forward-looking statements, projections, forecasts, model ranks, and market views are inherently uncertain, are subject to change without notice, and may differ materially from future results. Statements concerning financial market trends are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. QMIT undertakes no obligation to update or revise such statements.

 

Hypothetical and Backtested Performance. All performance data shown represents hypothetical backtested results of QMIT's factor model and does not represent actual returns achieved by any investor. These are rule-based index strategies which are systematically rebalanced but do not reflect management or trading fees, transaction costs, market impact, taxes, slippage, nor the offsetting benefit of short rebates. Hypothetical results have inherent limitations and do not reflect actual trading. As one cannot invest directly in such an index, they do NOT represent returns that any investor actually realized. Past model performance is NOT indicative of and does not guarantee future results. Trading securities involves substantial risk. Please consult a qualified investment adviser before risking any capital.

 

Benchmarks and Indices. Broad-based securities indices may be included as benchmarks to provide context reflecting general market results during the period. QMIT may propose certain securities that are not represented by such indices. Accordingly, no representations are made that the performance or volatility of securities mentioned will track or reflect any particular index. Broad-based securities indices are unmanaged and are not subject to fees and expenses typically associated with managed accounts or investment funds. The number and types of securities in an index can differ greatly from that of current or past QMIT research. Investments cannot be made directly in an index.

 

Affiliate and Conflict Disclosure. Any securities or allocations referenced by QMIT may or may not be represented in portfolios of clients of QuantZ, and do not represent all of the securities purchased, sold, held, or recommended for any QuantZ-managed vehicle. QuantZ may have concentrations in a number of securities and asset classes that differ from QMIT research. Due to differences in actual account allocations, account opening date, timing of cash flow, rebalancing frequency, transaction costs, fees, and various other transaction-based or market factors, a client's actual return may be materially different than those derived from the research. The performance results for individuals following the strategy could also differ based on differences in treatment of dividends received, including the amount received and whether and when such dividends were reinvested.

 

State Securities Laws. This publication may be subject to state securities laws that are independent of and not preempted by the federal publisher's exclusion under the Investment Advisers Act of 1940. Subscribers are encouraged to consult applicable state law. QMIT is not registered as an investment adviser in any U.S. state.

 

Institutional Data Licensing. QMIT also offers institutional data licensing of its systematic factor rankings via API and FTP delivery. Institutional licensing arrangements are for data only and do not constitute investment advisory services. This newsletter is produced independently of any commercial licensing activity and is not published for the purpose of marketing institutional subscriptions.

 

Fraud Notice. We do not request personal information in any unsolicited email correspondence from our customers. Any correspondence offering trading advice or any unsolicited message asking for personal details should be treated as fraudulent and reported to QMIT.

 

Third-Party Content. Neither QMIT nor its third-party content providers shall be liable for any errors, inaccuracies, or delays in content, or for any actions taken in reliance thereon. Although QMIT makes reasonable efforts to obtain reliable content from third parties, QMIT does not guarantee the accuracy of or endorse the views or opinions given by any third-party content provider.

 

Intellectual Property. All content herein is owned by QuantZ Machine Intelligence Technologies and/or its affiliates and protected by United States and international copyright laws. QMIT content may not be reproduced, transmitted, or distributed without the prior written consent of QMIT.

 

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