The research, commentary, reports, and other materials made available on this website are provided by Aurelion Research (“Aurelion”) for informational and educational purposes only. Aurelion is an independent equity research provider and is not registered as an investment adviser, broker-dealer, securities dealer, or fiduciary with any securities regulatory authority in any jurisdiction. Nothing on this website constitutes, or should be construed as, investment advice, a recommendation, an offer, or a solicitation to buy, sell, or hold any security, financial product, or instrument, or to engage in any investment strategy.

The content is intended for institutional investors and other financially sophisticated persons who are capable of independently evaluating the information presented and the risks associated with it. Aurelion does not provide personalized investment, tax, accounting, or legal advice. All research is prepared without regard to the specific investment objectives, financial situation, or particular needs of any individual user. Users should not rely solely on the information contained on this website when making investment decisions and are encouraged to conduct their own independent analysis and consult their own professional advisers.

Any performance information referenced on this website, including historical returns or index-level results, relates to hypothetical or theoretical model portfolios constructed for illustrative purposes only. Such models do not represent actual investment products, are not actively managed on behalf of clients, and are not available for direct investment. Past performance is not indicative of future results, and no representation or assurance is made that any investment strategy, research process, or model portfolio will achieve similar outcomes. Performance figures, where shown, are presented on a gross basis and do not reflect the impact of taxes, transaction costs, management fees, financing costs, or market slippage, all of which would materially reduce actual returns.

Aurelion’s research universe primarily includes small-cap and mid-cap companies, which involve elevated risks compared to large-cap investments, including higher volatility, lower liquidity, limited public information, and an increased risk of partial or total loss of capital. There can be no assurance that any company discussed will achieve expected financial performance or that identified risks will not materialize.

Information presented on this website is obtained from publicly available sources, company disclosures, discussions with company management, and third-party data providers. While Aurelion believes such information to be reliable, it has not been independently verified, and no representation or warranty, express or implied, is made as to its accuracy, completeness, or timeliness. All information is provided “as is” and may change without notice. This website may contain forward-looking statements, including expectations, projections, estimates, or assumptions regarding future events or performance. Such statements are inherently uncertain and subject to risks and uncertainties that may cause actual outcomes to differ materially.

Aurelion operates independently and does not engage in investment banking, underwriting, mergers and acquisitions advisory, brokerage, or commission-based activities. Analysts, principals, employees, or affiliated parties of Aurelion may, from time to time, hold positions in, transact in, or refrain from holding securities discussed on this website. Any such positions may be inconsistent with the views expressed and may change without notice. Analysts are not compensated based on the performance of specific securities, recommendations, or trading activity.

The research, commentary, reports, and other materials made available on this website are provided by Aurelion Research ("Aurelion") for informational and educational purposes only. Aurelion is an independent equity research provider and is not registered as an investment adviser, broker-dealer, securities dealer, or fiduciary with any securities regulatory authority in any jurisdiction. Nothing on this website constitutes, or should be construed as, investment advice, a recommendation, an offer, or a solicitation to buy, sell, or hold any security, financial product, or instrument, or to engage in any investment strategy.

The content is intended for institutional investors and other financially sophisticated persons who are capable of independently evaluating the information presented and the risks associated with it. Aurelion does not provide personalized investment, tax, accounting, or legal advice. All research is prepared without regard to the specific investment objectives, financial situation, or particular needs of any individual user. Users should not rely solely on the information contained on this website when making investment decisions and are encouraged to conduct their own independent analysis and consult their own professional advisers.

Performance Figures and the Plutus Platform

Aurelion Research publishes model portfolio compositions and weightings for informational purposes. Aurelion does not manage, control, or have custody of any client assets, and does not execute trades on behalf of any person. All portfolio implementation, trade execution, order routing, portfolio rebalancing, and brokerage functions are performed solely by Plutus (Namsoft Advisors LLC), an SEC-registered investment adviser, and its affiliated broker-dealers. The relationship between Aurelion and Plutus is strictly that of a model portfolio publisher and a separately registered investment adviser. Users who choose to replicate model portfolios through Plutus do so under a direct advisory relationship with Plutus, not with Aurelion Research.

Performance figures referenced on this website represent actual realized returns from live managed accounts operated by Plutus, as reported directly by Plutus from its official portfolio data. All figures are presented on a gross basis and do not reflect the impact of Plutus's annual management fee, taxes, transaction costs, or market slippage, all of which would reduce actual net returns. Past performance is not indicative of future results. No representation or assurance is made that any research process, model portfolio composition, or thematic basket will achieve comparable results in the future. Investing involves risk, including the potential for partial or total loss of capital.

Aurelion Research may receive compensation from Plutus in connection with this arrangement. This compensation creates a potential conflict of interest, as Aurelion has a financial incentive to direct users to the Plutus platform. Users should weigh this conflict when evaluating any reference to Plutus or its services on this website. Before allocating capital, users are strongly encouraged to review all Plutus-specific disclosures, the Plutus Form ADV, terms of service, and risk factors directly on the Plutus platform at runplutus.com.

Research Universe and Risk Factors

Aurelion's research universe primarily includes small-cap and mid-cap companies, which involve elevated risks compared to large-cap investments, including higher volatility, lower liquidity, limited publicly available information, and an increased risk of partial or total loss of capital. There can be no assurance that any company discussed will achieve expected financial performance or that identified risks will not materialize.

Information Sources and Forward-Looking Statements

Information presented on this website is obtained from publicly available sources, company disclosures, discussions with company management, and third-party data providers. While Aurelion believes such information to be reliable, it has not been independently verified, and no representation or warranty, express or implied, is made as to its accuracy, completeness, or timeliness. All information is provided "as is" and may change without notice. This website may contain forward-looking statements, including expectations, projections, estimates, or assumptions regarding future events or performance. Such statements are inherently uncertain and subject to risks and uncertainties that may cause actual outcomes to differ materially from those expressed or implied.

Conflicts of Interest

Aurelion operates independently and does not engage in investment banking, underwriting, mergers and acquisitions advisory, brokerage, or commission-based activities. Analysts, principals, employees, or affiliated parties of Aurelion may, from time to time, hold positions in, transact in, or refrain from holding securities discussed on this website. Any such positions may be inconsistent with the views expressed and may change without notice. Analysts are not compensated based on the performance of specific securities, recommendations, or trading activity.

Intellectual Property

All content on this website, including written research, reports, graphics, and downloadable materials, is the intellectual property of Aurelion Research and is provided for the user's personal or internal use only. Reproduction, redistribution, or transmission of any content, in whole or in part, without the prior written consent of Aurelion Research is prohibited.

Limitation of Liability

To the fullest extent permitted by applicable law, Aurelion shall not be liable for any direct, indirect, incidental, special, or consequential losses arising from the use of, or reliance upon, information contained on this website, including any errors or omissions in such information.

No Fiduciary or Client Relationship

No fiduciary, advisory, or client relationship is created between Aurelion Research and any user by virtue of accessing this website, subscribing to any Aurelion publication, or replicating any model portfolio through Plutus or any other platform. Aurelion Research does not owe any duty of care, loyalty, or suitability to any user. Any decision to invest in, hold, or sell any security discussed on this website is made at the user's sole discretion and risk.

Third-Party Websites and Platforms

This website may contain links to third-party websites, platforms, tools, or content that are not owned, operated, or controlled by Aurelion Research. Aurelion does not endorse, verify, or assume responsibility for the accuracy, legality, or content of any third-party materials. Access to and use of third-party platforms, including Plutus, is subject to those platforms' own terms, conditions, and risk disclosures.

Jurisdiction

Aurelion Research Inc. is incorporated under the laws of Quebec, Canada. The content on this website is not directed at, nor intended for distribution to, any person in any jurisdiction where such distribution would be contrary to local law or regulation. Users are responsible for ensuring compliance with applicable laws and regulations in their own jurisdiction. This website does not constitute an offer or solicitation in any jurisdiction where Aurelion Research is not authorized to conduct business.

Modifications

Aurelion Research reserves the right to modify, suspend, or discontinue any aspect of this website, its research publications, model portfolio compositions, or any related services at any time without prior notice. Aurelion makes no representation that the website or its content will be available on an uninterrupted or error-free basis.