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Value Investing Without Borders

I hereby certify that I am an accredited investor in the accordance with Rule 501(a) of Regulation D of the U.S. Securities Act of 1933, in that:

  • I am a natural person whose individual net worth or joint net worth with my spouse exceeds $1,000,000, excluding the value of my primary residence.
  • I am a natural person whose individual income exceeded $200,000 in each of the last two calendar years, or had joint income with my spouse that exceeded $300,000 in each of those years, and I have a reasonable expectation of the same income level in the current calendar year.
  • I represent a charitable organization, corporation, or partnership with total assets in excess of $5,000,000 and which was not formed for the purpose of investing in any of the funds represented on this website OR a business in which all of the equity owners are accredited investors.
  • I represent a trust with total assets in excess of $5,000,000 which was not formed for the purpose of investing in any of the funds represented on this website and whose purchases a sophisticated person may make.
  • I represent an employee benefit plan within the meaning of the Employee Retirement Income Security Act and with assets in excess of $5,000,000.
  • I represent a bank, insurance company, registered investment company, business development company, US SEC or state registered investment advisor, or small business investment company.
  • I am a "Qualified Purchaser" within the meaning of Section 3(c)(7) of the Investment Company Act of 1940, as amended.