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Online Privacy Policy

We at Longboard Asset Management, LP (“Longboard”) are committed to protecting your privacy. When you interact with Longboard through our websites, including www.longboardfunds.com, www.longboardmutualfunds.com and mobile applications owned and controlled by Longboard; we handle personal information in accordance with the practices and safeguards described in our Privacy Policy. All information transmitted, printed or otherwise submitted to Longboard via our websites shall be deemed to be the property of Longboard and shall be free to use such information for any lawful purposes. By using the websites, you consent to the data practices described in this Online Privacy Policy. If you do not agree with the data practices described in this Policy, you should not use the Websites.

We may update this Privacy Policy from time to time by posting a new version online. You should check this page occasionally to review any changes. If we make any material changes we will notify you by posting the revised Privacy Policy on our Websites. This helps you to always be aware of what information we collect, how we use it and under what circumstances, if any, it is disclosed. Your continued use of the Websites and/or continued provision of Personal Information to us will be subject to the terms of the then-current Privacy Policy.

Information We Collect

Personal Information: This refers to any information that you voluntarily submit to us and that identifies you personally, including contact information, such as your name, e-mail address, title, company name, job function, expertise, postal address, phone number, and other information about yourself or your business. Personal Information can also include information about any transactions that you enter into on the Websites, and information about you that is available on the internet, such as from Facebook, LinkedIn, Twitter and Google, or publicly available information that we acquire from service providers.

Navigational Information: This refers to information about your computer and your visits to this website such as your IP address, geographical location, browser type, referral source, length of visit and pages viewed. Please see the "Navigation Information" section below.

Information About Children: The Websites are not intended for or targeted at children under 18, and we do not knowingly or intentionally collect information about children under 18. If you believe that we have collected information about a child under 18, please contact us at info@longboard-am.com, so that we may delete the information.

How We Use Collected Information

We Never Sell Personal Information: We will never sell your Personal Information to any third party.

Use of Personal Information: In addition to the uses identified elsewhere in this policy, we may use your Personal Information to: (i) improve your browsing experience by personalizing the Websites and to improve the Subscription Service; (ii) send information to you which we think may be of interest to you by post, email, or other means; (iii) send you marketing communications relating to our business or the businesses of carefully-selected third parties which we think may be of interest to you, and (iv) provide other companies with statistical information about our users -- but this information will not be used to identify any individual user. We may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you. In those cases, we do not transfer your unique Personal Information to the third party. In addition, we may share data with trusted partners to contact you based on your request to receive such communications, help us perform statistical analysis, or provide customer support. Such third parties are prohibited from using your Personal Information except for these purposes, and they are required to maintain the confidentiality of your information.

Use of Navigational Information: We use Navigational Information to operate and improve the Websites and the Subscription Service. We may also use Navigational Information alone or in combination with Personal Information to provide you with personalized information about Longboard.

Service Providers: We employ other companies and people to provide services to visitors to our Websites, our customers, and users of the Subscription Service and may need to share your information with them to provide information, products or services to you. Examples may include removing repetitive information from prospect lists, analyzing data, providing marketing assistance, supplementing the information you provide us in order to provide you with better service, and providing customer service. In all cases where we share your information with such agents, we explicitly require the agent to acknowledge and adhere to our privacy and customer data handling policies.

Security of your Personal Information: We use a variety of security technologies and procedures to help protect your Personal Information from unauthorized access, use or disclosure. We secure the Personal Information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use or disclosure. When sensitive Personal Information (such as geo-location data) is collected on our Websites and/or transmitted to other websites, it is protected through the use of encryption. If you have any questions about the security of your Personal Information, you can contact us at info@longboard- am.com.

Social Media Features: Our Websites include Social Media Features, such as the LinkedIn and Facebook Like button and Widgets, such as the Share This button or interactive mini-programs that run on our sites. These features may collect your IP address, which page you are visiting on our sites, and may set a cookie to enable the feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Websites. This Privacy Policy does not apply to these features. Your interactions with these features are governed by the privacy policy and other policies of the companies providing them.

How Does Longboard Collect Information

We and our service providers may collect Personal Information in a variety of ways, including:

Through the Sites: We may collect Personal Information through the Sites, e.g., when you request a free trial or demo, register for a webinar, contact us, subscribe to our email newsletter, download content (e.g. whitepapers), or register to use our Sites.

Offline: We may collect Personal Information from you offline, such as when you attend one of our events, during phone calls with sales representatives, or when you contact Longboard.

Through You: Longboard may collect information such as your location or your preferred means of communication when you voluntarily provide it. Unless combined with Personal Information, this information does not personally identify you or any other user of the Sites. Note that there is no legal obligation for you to provide us with Personal Information and any information collected by us will be provided by you at your own will and with your consent.

Information From Other Sources: In order to enhance our ability to provide relevant marketing, offers, and services to you, we may obtain information about you from other sources, such as public databases, joint marketing partners, social media platforms, as well as from other third parties.

Navigational Information

Cookies: We use cookies and similar technologies on our Websites to analyze trends, administer the website, track users’ movements around the website, and to gather demographic information about our user base as a whole.. Cookies are bits of data that a website sends to a web browser on a visitor's computer. Cookies help us to collect information about you and other visitors, including date and time of visit, pages viewed, amount of time spent on our sites, or general information about the device used to access the site. Cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout. You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on a Schwab Website, or if you delete cookies, you may lose functionality. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device, or your online preferences.

Log Files: We may collect demographic information, such as your ZIP code, age, gender, preferences, interests and favorites using log files that are not associated with your name or other personal information. There is also information about your computer hardware and software that is automatically collected by us. This information can include: your IP address, browser type, domain names, internet service provider (ISP), the files viewed on our site (e.g., HTML pages, graphics, etc.), operating system, clickstream data, access times and referring website addresses.

Web Beacons/Web Bugs (Clear Gifs): We employ a software technology, Web Beacons/Web Bugs, that help us better manage the Website and Subscription Service by informing us what content is effective. Clear gifs are tiny graphics with a unique identifier, similar in function to cookies, and are used to track the online movements of Web users. In contrast to cookies, which are stored on a user's computer hard drive, clear gifs are embedded invisibly on Web pages or in emails and are about the size of the period at the end of this sentence. We use clear gifs in our HTML-based emails to let us know which emails have been opened by recipients. This allows us to gauge the effectiveness of certain communications and the effectiveness of our marketing campaigns. We tie the information gathered by clear gifs in emails to our customers' Personal Information. If you would like to opt-out of these emails, please see "Opting Out and Unsubscribing".

Advertising: We partner with a third party ad networks to either display advertising on our Web site or to manage our advertising on other sites. Our ad network partners uses cookies and Web beacons to collect non-personal information about your activities on this and other Web sites to provide you targeted advertising based upon your interests.

Third Party Tracking Technologies: The use of cookies and web beacons by any tracking utility company is not covered by our Privacy Policy. We do not have access or control over these third-party tracking technologies.

Opting Out and Unsubscribing

Upon request Longboard will provide you with information about whether we hold any of your Personal Information. If you provide us with your Personal Information, you have the following rights with respect to that information:

  • To review the user information that you have supplied to us

  • To request we correct any errors, outdated information, or omissions in user information that you have supplied to us

  • To request that your user information not be used to contact you

  • To request that your user information be removed from any solicitation list that we use

  • To request that your user information be deleted from our records

  • To opt out of being solicited by Longboard or third parties

    To exercise any of these rights, please contact us at info@longboard-am.com or by mail to Longboard Asset Management, 2355 E Camelback Rd, Suite 750, Phoenix, AZ 85016 USA, Attention: Privacy. We will respond to your request to change, correct, or delete your information within a reasonable timeframe and notify you of the action we have taken.

    Anti-Spam Policy - Can-Spam Act Compliance: Anti-Spam Policy - Can-Spam Act Compliance: Longboard is prohibited from sending unsolicited commercial email in violation of applicable laws, and requires the inclusion in every email sent using the Subscription Service of an "opt-out" mechanism and other required information. You may receive email from Longboard in the following circumstances:

    • Acknowledging your request has been received and requesting additional action

    • Advertisements for our products, services, changes in services, new product availability

    • Requests for additional information

    • Responses to your inquiries

    • Thanking you for your valued business

      To Unsubscribe From Our Communications: You may unsubscribe from our marketing communications by clicking on the "unsubscribe" link located on the bottom of our e-mails, or by sending us email us at info@longboard-am.com, or by sending us postal mail to Longboard Asset Management, 2355 E Camelback Rd, Suite 750, Phoenix, AZ 85016 USA, Attention: Privacy. Customers cannot opt out of receiving transactional emails related to their account with us or the Subscription Service.

 

Disclosures

Longboard Asset Management, LP (LAM) is registered as an investment advisor with the Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. LAM is also registered with the National Futures Association.

This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. The information on this site does not involve the rendering of personalized investment advice. You should consult a professional advisor before using any of the information, pursuing any of the investment ideas or implementing any of the strategies presented. We believe the information we present is factual and up-to-date, but we do not guarantee its accuracy and you should not should not regard it as a complete and exhaustive analysis of the subjects we discuss. Our opinions reflect our judgment as of the date of publication and are subject to change.

Prospective clients can view the firm’s Form ADV and Part 2A Disclosure Brochure as filed with the SEC at http://www.adviserinfo.sec.gov/IAPD/Content/IapdMain/iapd_SiteMap.aspx or contact us for a copy.

The content of this website is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Longboard Asset Management, LP does not provide legal, tax, accounting, actuarial or pension consulting advice or services.

Images and photographs are included for the sole purpose of visually enhancing the site. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photographs.

Please see our online privacy policy.

PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THERE IS NO GUARANTEE THAT ANY INVESTMENT WILL ACHIEVE ITS GOALS AND GENERATE PROFITS OR AVOID LOSSES.

Definitions

Alternative investments: strategies that produce returns by taking risk other than equity and bond risk.

Bond: A debt security that shows ownership in a corporation or represents a claim in the corporation assets and earnings.

Correlation: a statistical measure of how two securities move in relation to each other.

Long: Buying an asset such as a stock, commodity or currency, with the expectation that the asset will rise in value.

Short: Buying an asset such as a stock, commodity or currency, with the expectation that the asset will decrease in value.

Stock: A security that shows ownership in a corporation or represents a claim in the corporation assets and earnings.

True diversifiers: investment strategies that have historically provided investors with at least 70% of the return of the traditional 60/40 stocks and bonds portfolios while having less than .30 bear correlation to traditional 60/40 stocks and bonds portfolios.