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.

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 prior written consent from Aurelion Research is prohibited. To the fullest extent permitted by 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.

Aurelion Research has entered into an arrangement with Plutus (Namsoft Advisors LLC), a SEC-registered investment adviser, to make the Aurelion Index and other model portfolios available for replication through the Plutus platform. Aurelion Research does not manage, control, or have custody of any client assets on Plutus. All trade execution, portfolio rebalancing, and brokerage functions are handled solely by Plutus and its affiliated broker-dealers. Aurelion's role is limited to publishing model portfolio compositions and weightings. Aurelion Research may receive compensation from Plutus in connection with this arrangement. Users should review all Plutus-specific disclosures, terms of service, and risk factors directly on the Plutus platform before allocating capital.

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. Aurelion Research does not owe any duty of care, loyalty, or suitability to any user. Any decision to invest in, hold, or sell securities discussed on this website is made at the user's sole discretion and risk.

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.

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.

Aurelion Research reserves the right to modify, suspend, or discontinue any aspect of this website, its research publications, model portfolios, 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.