Quarterly Updates

PDF 3Q2016 Fund Update & Commentary

PDF 2Q2016 Fund Update & Commentary

PDF 1Q2016 Fund Update & Commentary

PDF 4Q2015 Fund Update & Commentary

PDF 3Q2015 Fund Update & Commentary

PDF 2Q2015 Fund Update & Commentary

VideoPlayIcon 1Q2015 Video Recap: Innovation Boom
PDF 1Q2015 Slides: Innovation Boom

VideoPlayIcon 4Q2014 Video Recap: Divergent Paths
PDF 4Q2014 Slides: Divergent Paths

VideoPlayIcon 3Q2014 Video Recap: Dollar Dynamics
PDF 3Q2014 Slides: Dollar Dynamics

VideoPlayIcon 2Q2014 Video Recap: Investing in a Late Cycle Environment
PDF 2Q2014 Slides: Investing in a Late Cycle Environment

VideoPlayIcon 1Q2014 Video Recap: Disturbing Divergences
PDF 1Q2014 Slides: Disturbing Divergences

VideoPlayIcon 4Q2013 Video Recap: A Template for the Taper
PDF 4Q2013 Slides: A Template for the Taper

VideoPlayIcon 3Q2013 Video Recap: Investing in a Post QE World
PDF 3Q2013 Slides: Investing in a Post QE World

VideoPlayIcon 2Q2013 Video Recap: Intangibles Go Mainstream
PDF 2Q2013 Slides: Intangibles Go Mainstream

VideoPlayIcon 1Q2013 Video Recap: Pure Alpha: Why Cash and Counter-Cyclicals are King
PDF 1Q2013 Slides: Pure Alpha: Why Cash and Counter-Cyclicals are King

VideoPlayIcon 4Q2012 Conference Call Audio Replay: Currency War
PDF 4Q2012 Slides: Currency Wars

VideoPlayIcon 3Q2012 Conference Call Audio Replay: Proof of Concept
PDF 3Q2012 Slides: Proof of Concept

VideoPlayIcon 2Q2012 Conference Call Audio Replay: Extreme Uncertainty
PDF 2Q2012 Slides: Extreme Uncertainty

VideoPlayIcon 1Q2012 Conference Call Audio Replay: Focus on Risk
PDF 1Q2012 Slides: Focus on Risk

VideoPlayIcon 4Q2011 Conference Call Audio Replay: Tilting Bullish – Part 2
PDF 4Q2011 Slides: Tilting Bullish – Part 2

VideoPlayIcon 3Q2011 Conference Call Audio Replay: TIlting Bullish
PDF 3Q2011 Slides: Tilting Bullish

Please consider the Fund’s investment objectives, risks, charges and expenses before investing. The prospectus or summary prospectus that contains this and other information about the Fund, is available by calling 888.998.9890 and should be read carefully.

The value of the securities held by the Fund will change due to general market and economic conditions and industry perceptions. Investments in non-US issuers may involve unique risks. Currency fluctuation, adverse political, economic or social developments could undermine the value of the Fund’s investments. The securities of mid-cap companies may be subject to more abrupt or erratic market movements and may have lower trading volumes.

Many of the risks with respect to foreign investments are more pronounced for investments in issuers in developing or emerging market countries. An investment in a fund that is less diversified across countries or geographic regions is generally riskier than an investment in a more geographically diversified fund.

The Gavekal KL Allocation Fund is distributed by IMST Distributors, LLC.

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