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Disclaimer

INVESTMENT DISCLAIMER

Last updated: January 14, 2026

NOT FINANCIAL ADVICE

Valuesider (Valuesider) and its officers, directors, employees, agents, affiliates, partners, and service providers are not financial advisers, investment advisers, brokers, or dealers. We do not provide financial, investment, tax, or legal advice.

The information, data, analysis, and content provided on this platform (including but not limited to SEC 13F filing data, fund holdings, portfolio tracking, screening tools, statistics, charts, reports, blog posts, videos, and any other materials) are for informational and educational purposes only. This information should not be construed as professional advice or as a recommendation to buy, sell, or hold any security or investment.

EDUCATIONAL PURPOSE

All content on Valuesider is intended for educational and research purposes only. The platform is designed to help investors conduct their own research and analysis of investment funds and securities. You should not rely solely on any information provided on this platform when making investment decisions.

NO WARRANTIES OR GUARANTEES

We make no warranty, representation, or guarantee of any kind regarding:
• The accuracy, completeness, timeliness, or reliability of any information, data, or content on the platform
• The suitability of any investment or strategy for your specific circumstances
• The results you may achieve from using the platform or acting on any information provided
• The availability, functionality, or uninterrupted access to the platform

All information, data, and services are provided on an "as is" and "as available" basis without warranties of any kind, either express or implied.

INVESTMENT RISKS

Investing in securities involves substantial risk of loss. You acknowledge and understand that:
• All investments carry risk, and you may lose some or all of your invested capital
• Past performance of any investment manager, fund, or security is not indicative of future results
• Historical data and performance metrics do not guarantee future performance
• Investment values can fluctuate significantly due to market conditions
• No investment strategy or risk management technique can guarantee returns or eliminate risk

DO YOUR OWN RESEARCH

Before making any investment decision, you should:
• Conduct your own thorough research and due diligence
• Consult with qualified financial, tax, and legal professionals
• Consider your personal financial situation, investment objectives, risk tolerance, and time horizon
• Evaluate all relevant factors and not rely solely on information from this platform
• Verify any data or information with official sources

You are solely responsible for your own investment decisions and their consequences.

NO ENDORSEMENT

The inclusion of any fund, investment manager, security, or strategy on Valuesider does not constitute an endorsement, recommendation, or solicitation. We do not endorse or recommend any particular investment, fund manager, or strategy. The fact that we display information about a fund or manager does not mean we recommend investing with them.

THIRD-PARTY DATA AND INFORMATION

Much of the data on Valuesider comes from third-party sources, including SEC filings and other public sources. While we strive to present accurate information:
• We do not independently verify all third-party data
• Third-party data may contain errors, omissions, or be outdated
• Data processing and calculations may introduce inaccuracies
• We are not responsible for errors in source data or our processing of it

Please refer to official sources (such as SEC EDGAR) to verify any critical information. We provide links to official reports where applicable.

LIMITATION OF LIABILITY

Valuesider and its officers, directors, employees, agents, affiliates, partners, service providers, licensors, and any other party involved in creating, producing, or delivering the platform shall not be liable for any direct, indirect, incidental, consequential, special, punitive, or exemplary damages arising from or related to:
• Your use of or inability to use the platform
• Any investment decision made based on information from the platform
• Any errors, omissions, or inaccuracies in the content or data
• Any loss of profits, revenue, data, or business opportunities
• Any other losses or damages of any kind

This limitation applies regardless of the legal theory (contract, tort, negligence, strict liability, or otherwise) and even if we have been advised of the possibility of such damages.

In jurisdictions that do not allow the exclusion or limitation of liability for consequential or incidental damages, our liability is limited to the maximum extent permitted by law.

FORWARD-LOOKING STATEMENTS

Any statements regarding future events, projections, forecasts, or expectations are forward-looking statements that involve risks and uncertainties. Actual results may differ materially from any forward-looking statements. You should not place undue reliance on such statements.

NO PROFESSIONAL RELATIONSHIP

No oral or written information, advice, or communication provided by Valuesider or through the platform creates any professional relationship (financial adviser-client, broker-client, attorney-client, or otherwise) between you and Valuesider or any of its representatives.

USER RESPONSIBILITY

By using Valuesider, you acknowledge and agree that:
• You are solely responsible for your investment decisions and actions
• You will not hold Valuesider responsible for any losses or damages
• You understand the risks involved in investing
• You will conduct your own research and seek professional advice before investing
• You will use the platform in accordance with our Terms of Service

REGULATORY COMPLIANCE

Valuesider is not registered with any financial regulatory authority as an investment adviser, broker-dealer, or in any other capacity. We are not subject to regulatory oversight by the SEC, FINRA, or any similar regulatory body. You should consult with licensed and registered professionals for financial advice.

CHANGES TO THIS DISCLAIMER

We reserve the right to update or modify this disclaimer at any time without prior notice. Changes will be effective immediately upon posting on the platform. Your continued use of Valuesider after any changes constitutes acceptance of the updated disclaimer.

ADDITIONAL TERMS

This disclaimer is part of and should be read in conjunction with our Terms of Service, Privacy Policy, and Limitations & Caveats. Please review all of these documents carefully.

If you do not agree with this disclaimer, you should not use Valuesider.