Terms and Conditions

Welcome to the Karner Blue Capital, LLC website. Karner Blue Capital, LLC (“Karner Blue”) maintains this website (the “Site”) for your personal information and education and to disseminate general information about the financial and other products and services provided by Karner Blue. Your access to and use of the Site is subject to these Terms of Use (the “Terms”). By accessing and using this Site, you acknowledge that you have read, understand, and agree to be bound by the Terms then in effect.

PLEASE READ THE TERMS CAREFULLY BEFORE USING THE SITE. Each user of the Site agrees, as a condition precedent to such person’s access to the Site, to release and hold harmless Karner Blue and its officers, managing members, owners, employees, consultants and agents from any and all adverse consequences resulting from any of such person’s actions and/or omissions, which are independent of such person’s receipt of personalized individual advice from Karner Blue.

Access to the Site

The investment products and services mentioned on this Site are not available to persons resident in any state or territory where the provision of such products or services would be contrary to local law or regulation. Subject to the foregoing restriction, this Site is made available to all persons aged 18 or older who agree to be bound by the terms and conditions set forth in the Terms.

You agree that you will not, and will not permit anyone else to:

  • modify, reproduce, distribute, rent, lease, loan, sell, or create derivative works based upon, the
    materials and information on the Site;
  • circumvent or disable any digital rights management, usage rules, or other security features of the
    Site;
  • use the Site in a manner that threatens its integrity, performance, or availability;
  • remove, alter, or obscure any information available on the Site or any proprietary notices (including copyright notices); or
  • post any content from the Site to newsgroups, mail lists or electronic bulletin boards without the
    prior written consent of an authorized representative of Karner Blue, provided that users of the Site may share content using the embedded social media links provided on the Site without prior permission.

You further agree to view the Site content solely for informational purposes and that no part of the Site content may be copied, repurposed or otherwise exploited in any form or for any other purpose without the prior written consent of Karner Blue.

Privacy Policy

Any personal information submitted by you on the Site is maintained in accordance with Karner Blue’s Privacy Policy, which you should carefully review prior to submitting any personal information.

No Investment Advice

Karner Blue is a registered investment adviser in the State of Maryland. Registration does not imply a certain level of skill or expertise. The Site is only intended for clients and prospective clients residing in states in which Karner Blue is qualified to provide investment advisory services.

The Site is limited to the dissemination of general information pertaining to Karner Blue’s investment advisory services, together with access to additional investment-related information, publications, and links. The information and opinions provided on the Site (i) do not constitute general or personal investment advice, (ii) do not consider the particular investment objectives, financial situations, or needs of any investor, (iii) are not intended to forecast future events or guarantee future results, and (iv) are subject to change without notice.

Accordingly, the Site should not be construed as Karner Blue’s solicitation to effect, or attempt to effect, transactions in securities on behalf of any person, or the rendering of personalized investment advice for compensation to any person. You may obtain a copy of Karner Blue’s current Form ADV Part 2A (the firm disclosure brochure), which discusses Karner Blue’s business operations, services, and fees, by clicking here, visiting the SEC website at www.adviserinfo.sec.gov, or requesting a copy from Karner Blue.

Investment In Securities Involves Risks

Past performance does not imply or guarantee future results, and there is no assurance that a separate account managed according to any Karner Blue thematic strategy will achieve its investment objective. Investment in a thematic strategy involves risk, including the possible loss of the entire principal amount invested.

The price and value of securities referred to on the Site will fluctuate and diversification cannot assure a profit or guarantee against a loss. An investor should carefully consider the investment objectives, risks, charges and expenses of the applicable thematic strategy before investing.

This information and additional information about Karner Blue are included in Karner Blue’s Form ADV Part 2A (the firm disclosure brochure). An investor should always obtain current information and perform due diligence before making any investment. Karner Blue reserves the right to modify its current investment strategies and techniques based on changing market conditions or client needs.

You could lose money on an investment in any thematic strategy, or the applicable thematic strategy could underperform, for the following reasons: (i) the market prices of stocks held in the thematic strategy may fall, (ii) the stocks held in the thematic strategy, which are selected based on non-financial factors, may not perform as expected, (iii) the management practices used by Karner Blue in connection with the thematic strategy may not achieve the desired result, and (iv) the allocation of assets among various market cap sectors and geographical regions may cause the thematic strategy to underperform.

In addition, large cap companies may be unable to respond quickly to new competitive challenges, such as changes in technology, and also may not be able to attain the high growth rate of successful smaller companies, especially during extended periods of economic expansion. Prices of micro-, small- and mid-cap stocks can be more volatile than those of larger, more established companies. Micro-, small- and mid-cap companies are more likely to have more limited product lines, fewer capital resources, and less depth of management than larger companies.

Investing in the American Depositary Receipts of foreign companies involves additional risks relating to political, social, and economic developments abroad, differences between the regulations that apply to U.S. and foreign issuers and markets, the potential for reduced liquidity and increased volatility, and exposure to currency fluctuations because they represent an interest in securities that are not denominated in U.S. dollars.

The risks of investing in emerging market securities are greater than those of investing in securities of developed foreign countries. These risks include volatile currency exchange rates, periods of high inflation, increased risk of default, greater social, economic, and political uncertainty and instability, less governmental supervision and regulation of securities markets, weaker auditing and financial reporting standards, lack of market liquidity, and the significantly smaller market capitalizations of many emerging market issuers.

Investing involves other forms of risk that are not described here. For that reason, you should contact an investment professional before acting on any information provided on the Site. Karner Blue is neither a law firm nor an accounting firm, and no portion of the Site content should be construed as legal, accounting, or tax advice.

Links to Third Party Websites

This Site may contain links to other websites, including links to the websites of companies that provide related information, products and services. These links are solely for the convenience of users of this Site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement.

We make no representations whatsoever regarding such third-party websites. You should review the privacy policies of these other websites carefully before providing any information to such sites. We are not responsible for the content or availability of third party websites, and shall not be responsible or liable for any information, opinions, advice, products, or services available on or through such third-party websites.

No Warranties

All information on the Site is provided “as is” and Karner Blue, to the fullest extent permitted by law, expressly disclaims making any express or implied warranties with respect to the fitness of the information on the Site for any particular usage, application or purpose, including, but not limited to, any warranty of merchantability, fitness for a particular purpose, or non-infringement of intellectual property.

Limited Liability

Karner Blue shall not be liable for any damages of any kind arising from or in connection with your use of this Site or any content or information provided on the Site. Without limiting the foregoing, Karner Blue shall not be liable for any consequential losses or damages whatsoever, including, without limitation, any investment related losses, lost profits, loss of information, losses attributed to the inability to access or use the Site, losses caused by viruses, worms or similar malware, and losses resulting from downloading or accessing any information on the Site.

Proprietary Information

Users of the Site may not reproduce, modify, copy, alter in any way, distribute, sell, resell, transmit, transfer, license, assign or publish any information provided on the Site. The product names, company names, logo, trademarks and service marks (collectively, the “Marks”) included on the Site are owned by Karner Blue and/or third-party licensors/owners. The Marks are proprietary materials and the use of any Mark without the prior written consent of Karner Blue or the applicable third-party licensor/owner is strictly prohibited.

Please call us if you have any questions. Transparency, our professional ethics, and the ability to provide you with quality financial services are very important to us.