Medalist Partners, an investment management firm that specializes in securitized credit and asset-based private credit, has again been recognized for strong risk-adjusted performance with two 2025 Refinitiv Lipper Fund Awards. The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. Medalist Funds received awards in the following categories:

• Best U.S. Mortgage Fund, 3 Year Category: Medalist Partners MBS Total Return Fund (SEMMX), following outperformance of 115 fund share classes and 37 portfolios in the category.
• Best Short Investment Grade Debt Fund, 3 Year Category: Medalist Partners Short Duration Fund (SEMIX), following outperformance of 318 fund share classes and 93 portfolios in the category.

Medalist’s mutual funds focus on low correlation to traditional fixed income while targeting current yield, total return, and low interest rate sensitivity while seeking to limit downside volatility through investments in securitized credit. They aim to provide individual investors with access to a niche segment of the structured credit market typically limited to institutional investors.

Michael Ardisson, President at Medalist, said: “It is an honor for our firm to be recognized for years of strong performance. We credit these awards to the hard work and dedication of our team, and we appreciate the support and partnership of our clients who made this success possible.”

Otto Christian Kober, Head of Lipper Research, LSEG Data & Analytics, added: “The 2025 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades. Fund managers being recognized have steered their investors through a pandemic, a mild recession, rising geopolitical risks, skyrocketing inflation and dramatic central bank intervention. We applaud the 2025 LSEG Lipper Fund Award winners such as Medalist Partners for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global market disruptions.”

Medalist Partners MBS Total Return Fund returned +13.19% for the full-year ended December 31, 2024, ranking in the 4^th percentile among 276 Nontraditional Bond funds based on total returns according to Morningstar¹. Medalist Partners Short Duration Fund returned +8.45% for the full-year ended December 31, 2024, ranking in the 1^st percentile among 254 Ultrashort Bond funds based on total returns according to Morningstar1. This top decile performance reflects Medalist’s continued success in executing its liquid alternatives strategies, setting the stage for continued expected growth in 2025.

“With base rates likely to remain elevated for longer and continuing strong underlying fundamentals in securitized credit, we believe our mutual funds are well positioned to continue delivering strong risk adjusted returns for investors,” said Jim Buccola, Head of Structured Credit at Medalist. “We believe securitized credit currently offers some of the best value we have seen in decades.”

Available on multiple platforms, including Fidelity, Schwab and E*Trade, Medalist’s daily liquidity mutual funds offer investors access to residential mortgage backed securities, commercial mortgage backed securities, and asset backed securities.

Performance data quoted represents past performance; past performance does not guarantee future results.

About Medalist Partners

Medalist Partners is an alternative investment management firm specializing in securitized credit and asset-based private credit. Medalist’s clients include a broad range of institutional and retail investors. Headquartered in New York, Medalist is led by partners Greg Richter, Michael Ardisson, Jim Buccola, and John Slonieski. Having previously led Credit Suisse’s global specialty finance and securitized credit business, the team has extensive experience in asset finance, structured products, securitization, investment banking, and credit underwriting. For more information, visit www.medalistpartnersfunds.com.

Periods longer than 1 year are annualized. Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 855-736-7799. Investment performance reflects fee waivers in effect. In the absence of such waivers, total return would be reduced.

¹ Morningstar Rankings represent a fund's total return percentile rank relative to all funds in the same Morningstar Category for the same time period. The highest (or most favorable) percentile rank is 1%, and the lowest (or least favorable) percentile rank is 100%. It is based on Morningstar total return, which includes both income and capital gains or losses and is not adjusted for sales charges or redemption fees. Past performance does not guarantee future results. Rankings shown for Institutional shares only: rankings for other share classes may differ.

The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.

Please read and consider the Prospectus carefully before investing. The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. This and other important information about the Funds are contained in the Prospectus which can be obtained by calling 855-736-7799 or visiting www.medalistpartnersfunds.com.

Mutual fund investing involves risk. Principal loss is possible. SEMMX and SEMIX invest in debt securities: As interest rates rise, the value of debt securities decrease; whereas prepayment risk tends to occur during periods of declining interest rates. This risk is usually greater for longer-term debt securities. Investments in Mortgage-Backed and Asset Backed Securities include additional risks that investors should be aware of such as credit risk, interest rate risk, prepayment risk, real estate market risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. Many of the risks of investing in commercial mortgage-backed securities reflect the risks of investing in the real estate securing the underlying mortgage loans.

The Medalist Partners Funds are distributed by Quasar Distributors, LLC

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