Global Small-Mid Cap
Equity Specialists
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Privacy Notice
Protecting our investors’ privacy is core to our business. We understand that you trust us with financial and other confidential information, and we are committed to protecting you and such information.
This Privacy Notice explains the manner in which Lizard Investors LLC (“Lizard”) collects, uses and maintains confidential information.
It is Lizard’s policy not to provide nonpublic personal information concerning our investors, former investors or prospective investors to third parties, except as required by law or regulation or under limited circumstances in furtherance of Lizard’s business as described below.
We collect information about you (such as your name, address, social security number, assets and income) from our discussions with you, from documents that you may deliver to us and in the course of providing advisory services for you. We may use this information to provide advisory services to you, to open an account at Lizard for you, to process a transaction for your account or otherwise in furtherance of our business.
In order to service your Lizard account and effect your transactions, we may provide your personal information to any of our affiliates and to firms that assist us in servicing your account and have a need for such information, such as a broker or fund administrator. We require that our third-party service providers, including our attorneys, accountants, administrators and auditors, protect the confidentiality of your information and to use the information only for the purposes for which we disclose the information to them. Third parties with whom Lizard shares investor information must agree to follow appropriate standards of security and confidentiality. We do not otherwise provide information about you to outside firms, organizations or individuals, except to and as permitted or required by law or regulation.
Lizard maintains physical, electronic and procedural safeguards that comply with Federal standards to guard investors’ nonpublic personal information. Lizard restricts access to the nonpublic personal and account information of investors to those employees of Lizard who need to know that information in the course of their job responsibilities as they relate to Lizard.
Lizard reserves the right to change or revoke this Privacy Notice at any time. If Lizard changes its privacy policies to permit it or its affiliates to share additional information Lizard has about you or to permit disclosures to additional types of parties, you will be notified in advance, and, if required by law, you will be given the opportunity to opt out of such additional disclosure and to direct us not to share your information with such parties.
Within our Firm, we restrict access to your personal financial information to the employees who need to know that information to provide services to you. To ensure security and confidentiality, we maintain physical, electronic, and procedural safeguards to protect your privacy.
Products and Services
Nothing contained in the website is intended as, or constitutes, an offer to buy or sell or is in any way a solicitation of any offer to buy or sell any securities, investments or other property. Any decision to invest should not be made solely on the basis of the information contained in this website and only after reviewing the offering documents for the Lizard funds.
Please remember that the value of your investments and any income they produce may go down as well as up, and you may lose some or all of your principal value. As part of the discretionary management arrangement applicable to the funds, investment and portfolio management decisions are at the sole discretion of the Firm. Therefore, depending on individual investments and overall market conditions, the funds may not track movements in the overall stock markets, particularly over the short term. As a result, there may be times that investor investment objectives will not be achieved.
While the intent of the funds is to achieve long-term capital appreciation, while conserving capital, the investment return and principal value of the funds may fluctuate or deviate from overall market returns.
Lizard Investors reserves the right to modify its current investment strategies and investment techniques based on changing market dynamics or investor needs.
Past performance is not indicative of future results. Many factors and risks, including, without limitation, investment risk, market risk, country risk, currency risk, business and sector risk, small company risk, foreign securities risk, and credit risk may affect the value of your investments. Furthermore, levels and bases of taxation are subject to change and will depend on your personal circumstances. Moreover, specific risks may arise in relation to specific investments and you should review the risk factors found in the offering documents carefully before investing.
Prospective investors should consult their own professional advisors on the tax implications of making an investment in the fund.
Market and Performance Information
Any market, price or performance data provided on this website is for informational purposes only. Lizard Investors believes that the information which may be viewed on this website is accurate as of the date of publication, and where a particular page is dated the information on such page is believed to be accurate as of that date. However, although the information sources are deemed to be reliable, Lizard Investors does not guarantee or make any warranty regarding the accuracy, suitability or completeness of such information, or any information available through any other website to which you may link through this site.
Limitation of Liability
Lizard Investors shall not be liable for any loss (direct or consequential) arising from the use of, or reliance on, any part of this website, except for any liability it may have under applicable securities laws. Further, you should be aware that the Internet is not a completely reliable transmission medium. Lizard Investors shall not accept liability for any losses, costs, or expenses arising from your inability to access the website for any reason or any delay in, or failure of, the transmission or the receipt of any instructions or notifications sent through the website.
Forward-Looking Statements
Certain statements included herein contain forward-looking statements, comments, beliefs, assumptions, and opinions that are based on Lizard Investors’ current expectations, estimates, projections, assumptions and beliefs. Words such as "expects," "anticipates," "believes," "estimates," and any variations of such words or other similar expressions are intended to identify such forward-looking statements.
These statements, beliefs, comments, opinions and assumptions are not guarantees of future performance and involve certain risks, uncertainties and assumptions, which are difficult to predict. Therefore, actual outcomes and results may differ materially from what is expressed or forecasted in, or implied by, such forward-looking statements.
Viewers of this website are cautioned not to place undue reliance on these forward-looking statements, which reflect the Firm’s judgment only as of the date the material was published. Published dates are specific to each individual video, audio, written document, investment strategy, and other similar expressions. Lizard Investors disclaims any responsibility to update its views, as well as any of these forward-looking statements to reflect new information, future events or otherwise.
Webcasts, Podcasts, Streaming Video, Streaming Audio
Any webcasts, podcasts, streaming video, or streaming audios available on this website are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.
All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with the Firm.
Lizard Investors shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.
Copyright Policy
The contents of the Lizard Investors website are protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post, or frame any text, graphics, video, audio, software code, or user interface design or logos, or take any other action inconsistent with Lizard Investors’ copyrights.
Third Party Websites
The Lizard Investors website contains external links to third party content (content hosted on sites unaffiliated with the Firm). The policies and procedures governing these third party sites may differ from those effective on the Lizard Investors company website. Linking to these third party sites in no way implies an endorsement or affiliation of any kind between the Firm and any third party, including legal authorization to use any trademark, trade name, logo, or copyrighted materials belonging to either entity.
ALL INFORMATION AND CONTENT ON THE SITE IS SUBJECT TO APPLICABLE STATUTES AND REGULATIONS, FURNISHED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.
TERMS AND CONDITIONS OF USE
Welcome to Lizard Investors’ web site. Please read the following important legal information before continuing. By using this site, you are accepting our conditions of use. If you do not agree with these terms, do not use this site.
Copyrights and Restrictions on Use of Materials
The contents of this website are protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any test, graphics, video, audio, software code, or user interface design or logos.
Restrictions on Use
You may not